Courier Capital
TDTF icon

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
Q3 		$6.96M Buy
306,672
+27,499
+10% +$640K 0.34% 73
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

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Archvest Wealth Advisors
Archvest Wealth Advisors Concord, California $199M AUM 12.6% 1-Year Est. Return
Kendall Capital Management
Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return
Simon Quick Advisors
Simon Quick Advisors Morristown, New Jersey $2.63B AUM 14.45% 1-Year Est. Return
BFSG LLC
BFSG LLC Irvine, California $1.14B AUM 21.04% 1-Year Est. Return
Urban Wealth Management
Urban Wealth Management El Segundo, California $112M AUM 25.55% 1-Year Est. Return
Yoder Wealth Management
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
Atala Financial
Atala Financial Calabasas, California $172M AUM 15.45% 1-Year Est. Return
Lynx Investment Advisory
Lynx Investment Advisory Washington, Dc, District of Columbia $303M AUM 14.53% 1-Year Est. Return
CLG LLC
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

Courier Capital's TDTF Position: Q3 2026 in Review

Courier Capital increased its Northern Trust iBoxx 5-Year Target Duration TIPS ETF (TDTF) stake by 9.9% in Q3 2026, buying an estimated $640K and bringing the position to 306,672 shares worth $6.96M. The position accounts for 0.34% of the portfolio, ranked #73.

Courier Capital first reported a position in TDTF in Q2 2024 and has held it in 10 quarters since. 18 funds tracked by Wall St. Rank hold TDTF as of Q3 2026.

  • Courier Capital held 306,672 shares of Northern Trust iBoxx 5-Year Target Duration TIPS ETF worth $6.96M as of Q3 2026.
  • Courier Capital bought 27,499 Northern Trust iBoxx 5-Year Target Duration TIPS ETF shares in Q3 2026, an estimated $640K.
  • Northern Trust iBoxx 5-Year Target Duration TIPS ETF made up 0.34% of Courier Capital's portfolio in Q3 2026, its #73 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 10 quarters since.
  • 18 funds tracked by Wall St. Rank held Northern Trust iBoxx 5-Year Target Duration TIPS ETF as of Q3 2026.

Based on Courier Capital's 13F filing for Q3 2026, filed 13 Oct 2026.