Commonwealth Equity Services
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Commonwealth Equity Services’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Commonwealth Equity Services’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
Q1 		$381K Sell
15,807
-804
-5% -$19.4K ﹤0.01% 3451
2025
Q4 		$398K Buy
16,611
+7
+0% +$169 ﹤0.01% 3377
2025
Q3 		$403K Buy
16,604
+53
+0.3% +$1.28K ﹤0.01% 3364
2025
Q2 		$399K Buy
16,551
+938
+6% +$22.4K ﹤0.01% 3345
2025
Q1 		$379K Sell
15,613
-7
-0% -$166 ﹤0.01% 3281
2024
Q4 		$363K Sell
15,620
-1,238
-7% -$29.2K ﹤0.01% 3242
2024
Q3 		$406K Buy
16,858
+1,160
+7% +$27.6K ﹤0.01% 3078
2024
Q2 		$367K Sell
15,698
-1,108
-7% -$25.8K ﹤0.01% 3112
2024
Q1 		$397K Buy
16,806
+5,411
+47% +$127K ﹤0.01% 3025
2023
Q4 		$269K Buy
+11,395
New +$263K ﹤0.01% 3262
2022
Q4 		– Sell
-27,620
Closed -$646K – 3793
2022
Q3 		$646K Buy
27,620
+682
+3% +$17.1K ﹤0.01% 2213
2022
Q2 		$679K Buy
26,938
+146
+0.5% +$3.8K ﹤0.01% 2196
2022
Q1 		$726K Sell
26,792
-24
-0.1% -$659 ﹤0.01% 2234
2021
Q4 		$751K Buy
26,816
+1,154
+4% +$32.3K ﹤0.01% 2201
2021
Q3 		$716K Buy
+25,662
New +$723K ﹤0.01% 2195
2018
Q2 		– Sell
-15,134
Closed -$374K – 2812
2018
Q1 		$374K Buy
+15,134
New +$373K ﹤0.01% 1904

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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 $3.81B AUM 15.52% 1-Year Est. Return
AWA
Archvest Wealth Advisors Concord, California $155M AUM 17.53% 1-Year Est. Return
CVM
Cheviot Value Management Beverly Hills, California $996M AUM 25.52% 1-Year Est. Return
CAM
Chandler Asset Management San Diego, California $659M AUM 11.68% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Commonwealth Equity Services's TDTF Position: Q1 2026 in Review

Commonwealth Equity Services reduced its FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) stake by 4.8% in Q1 2026, selling an estimated $19.4K and leaving 15,807 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #3451.

Commonwealth Equity Services first reported a position in TDTF in Q1 2018 and has held it in 16 quarters since. The position peaked at $751K in Q4 2021. 82 funds tracked by Wall St. Rank hold TDTF as of Q1 2026.

  • Commonwealth Equity Services held 15,807 shares of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund worth $381K as of Q1 2026.
  • Commonwealth Equity Services sold 804 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q1 2026, an estimated $19.4K.
  • FlexShares iBoxx 5-Year Target Duration TIPS Index Fund made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3451 holding.
  • Commonwealth Equity Services first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q1 2018 and has held it in 16 quarters since.
  • Commonwealth Equity Services's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $751K in Q4 2021.
  • 82 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.