CIBC Private Wealth Group’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

CIBC Private Wealth Group’s Portfolio TDTT Stock Details TDTT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$164K	Buy	6,797 +1,546	+29%	+$37.4K	﹤0.01%	1287
2025 Q3	$128K	Hold	5,251	–	–	﹤0.01%	1380
2025 Q2	$127K	Sell	5,251 -475	-8%	-$11.5K	﹤0.01%	1297
2025 Q1	$138K	Buy	5,726 +5,251	+1,105%	+$126K	﹤0.01%	1218
2024 Q4	$11.2K	Hold	475	–	–	﹤0.01%	2240
2024 Q3	$11.4K	Hold	475	–	–	﹤0.01%	2366
2024 Q2	$11.2K	Hold	475	–	–	﹤0.01%	2253
2024 Q1	$11.2K	Buy	+475	New	+$11.2K	﹤0.01%	2233
2020 Q2	–	Sell	-28,346	Closed	-$697K	–	796
2020 Q1	$697K	Buy	28,346 +1,339	+5%	+$33.1K	﹤0.01%	568
2019 Q4	$667K	Hold	27,007	–	–	﹤0.01%	660
2019 Q3	$664K	Hold	27,007	–	–	﹤0.01%	644
2019 Q2	$667K	Hold	27,007	–	–	﹤0.01%	654
2019 Q1	$657K	Hold	27,007	–	–	﹤0.01%	666
2018 Q4	$643K	Hold	27,007	–	–	﹤0.01%	639
2018 Q3	$647K	Hold	27,007	–	–	﹤0.01%	722
2018 Q2	$656K	Hold	27,007	–	–	﹤0.01%	717
2018 Q1	$659K	Hold	27,007	–	–	﹤0.01%	724
2017 Q4	$658K	Hold	27,007	–	–	﹤0.01%	730
2017 Q3	$663K	Hold	27,007	–	–	﹤0.01%	722
2017 Q2	$663K	Hold	27,007	–	–	﹤0.01%	512
2017 Q1	$674K	Hold	27,007	–	–	﹤0.01%	495
2016 Q4	$667K	Buy	+27,007	New	+$668K	﹤0.01%	491

Other funds holding TDTT

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BIA

Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WPA

West Paces Advisors Atlanta, Georgia $516M AUM 16.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

5SA

5th Street Advisors Southport, Connecticut $232M AUM 17.38% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

CIBC Private Wealth Group's TDTT Position: Q4 2025 in Review

CIBC Private Wealth Group increased its FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) stake by 29% in Q4 2025, buying an estimated $37.4K and bringing the position to 6,797 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #1287.

CIBC Private Wealth Group first reported a position in TDTT in Q4 2016 and has held it in 22 quarters since. The position peaked at $697K in Q1 2020. 111 funds tracked by Wall St. Rank hold TDTT as of Q4 2025.

CIBC Private Wealth Group held 6,797 shares of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund worth $164K as of Q4 2025.
CIBC Private Wealth Group bought 1,546 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q4 2025, an estimated $37.4K.
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1287 holding.
CIBC Private Wealth Group first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q4 2016 and has held it in 22 quarters since.
CIBC Private Wealth Group's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $697K in Q1 2020.
111 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.