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Clearstead Advisors’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund 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

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
CAL
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
SQA
Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clearstead Advisors's TDTF Position: Q2 2026 in Review

Clearstead Advisors sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (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. 39 funds tracked by Wall St. Rank hold TDTF as of Q2 2026.

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

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