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

Courier Capital’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	$6.64M	Buy	279,173 +25,863	+10%	+$622K	0.33%	77
2026 Q1	$6.11M	Buy	253,310 +14,526	+6%	+$350K	0.34%	75
2025 Q4	$5.72M	Buy	238,784 +15,228	+7%	+$368K	0.32%	76
2025 Q3	$5.43M	Buy	223,556 +7,690	+4%	+$186K	0.31%	82
2025 Q2	$5.2M	Buy	215,866 +11,659	+6%	+$278K	0.32%	79
2025 Q1	$4.95M	Buy	204,207 +8,275	+4%	+$196K	0.32%	80
2024 Q4	$4.56M	Buy	195,932 +52,275	+36%	+$1.23M	0.31%	81
2024 Q3	$3.46M	Buy	143,657 +65,812	+85%	+$1.56M	0.24%	93
2024 Q2	$1.82M	Buy	+77,845	New	+$1.81M	0.14%	118

Other funds holding TDTF

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

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

Courier Capital's TDTF Position: Q2 2026 in Review

Courier Capital increased its Northern Trust iBoxx 5-Year Target Duration TIPS ETF (TDTF) stake by 10% in Q2 2026, buying an estimated $622K and bringing the position to 279,173 shares worth $6.64M. The position accounts for 0.33% of the portfolio, ranked #77.

Courier Capital first reported a position in TDTF in Q2 2024 and has held it in 9 quarters since. 87 funds tracked by Wall St. Rank hold TDTF as of Q2 2026.

Courier Capital held 279,173 shares of Northern Trust iBoxx 5-Year Target Duration TIPS ETF worth $6.64M as of Q2 2026.
Courier Capital bought 25,863 Northern Trust iBoxx 5-Year Target Duration TIPS ETF shares in Q2 2026, an estimated $622K.
Northern Trust iBoxx 5-Year Target Duration TIPS ETF made up 0.33% of Courier Capital's portfolio in Q2 2026, its #77 holding.
Courier Capital first reported a position in Northern Trust iBoxx 5-Year Target Duration TIPS ETF in Q2 2024 and has held it in 9 quarters since.
87 funds tracked by Wall St. Rank held Northern Trust iBoxx 5-Year Target Duration TIPS ETF as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.