Clearstead Advisors’s Northern Trust iBoxx 5-Year Target Duration TIPS ETF TDTF Stock Holding History

Clearstead Advisors’s Portfolio TDTF Stock Details TDTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-13,810	Closed	-$333K	–	3724
2026 Q1	$333K	Hold	13,810	–	–	﹤0.01%	824
2025 Q4	$331K	Hold	13,810	–	–	﹤0.01%	779
2025 Q3	$335K	Buy	13,810 +1,088	+9%	+$26.3K	﹤0.01%	750
2025 Q2	$306K	Sell	12,722 -7,248	-36%	-$173K	﹤0.01%	752
2025 Q1	$484K	Buy	+19,970	New	+$473K	0.01%	586

Other funds holding TDTF

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

AWA

Archvest Wealth Advisors Concord, California $173M AUM 20.42% 1-Year Est. Return

CVM

Cheviot Value Management Beverly Hills, California $984M AUM 24.46% 1-Year Est. Return

CAM

Chandler Asset Management San Diego, California $710M AUM 13.71% 1-Year Est. Return

FNB

Farmers National Bank Danville, Kentucky $479M AUM 22.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Clearstead Advisors's TDTF Position: Q2 2026 in Review

Clearstead Advisors sold out of Northern Trust iBoxx 5-Year Target Duration TIPS ETF (TDTF) in Q2 2026, closing a stake of 13,810 shares — an estimated $333K sold.

Clearstead Advisors first reported a position in TDTF in Q1 2025 and held it in 5 quarters. The position peaked at $484K in Q1 2025. 86 funds tracked by Wall St. Rank hold TDTF as of Q2 2026.

Clearstead Advisors reported no remaining Northern Trust iBoxx 5-Year Target Duration TIPS ETF position as of Q2 2026 after selling out during the quarter.
Clearstead Advisors sold 13,810 Northern Trust iBoxx 5-Year Target Duration TIPS ETF shares in Q2 2026, an estimated $333K.
Clearstead Advisors first reported a position in Northern Trust iBoxx 5-Year Target Duration TIPS ETF in Q1 2025 and held it in 5 quarters.
Clearstead Advisors's Northern Trust iBoxx 5-Year Target Duration TIPS ETF position peaked at $484K in Q1 2025.
86 funds tracked by Wall St. Rank held Northern Trust iBoxx 5-Year Target Duration TIPS ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.