Fidelity Investments’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Fidelity Investments’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	$23.4K	Buy	969 +275	+40%	+$6.63K	﹤0.01%	4448
2025 Q4	$16.6K	Hold	694	–	–	﹤0.01%	4544
2025 Q3	$16.8K	Buy	+694	New	+$16.8K	﹤0.01%	4414
2025 Q2	–	Sell	-626	Closed	-$15.2K	–	5500
2025 Q1	$15.2K	Buy	626 +558	+821%	+$13.2K	﹤0.01%	4336
2024 Q4	$1.58K	Buy	68 +2	+3%	+$47	﹤0.01%	4855
2024 Q3	$1.6K	Buy	66 +65	+6,500%	+$1.54K	﹤0.01%	4848
2024 Q2	$23	Hold	1	–	–	﹤0.01%	5176
2024 Q1	$24	Sell	1 -1	-50%	-$24	﹤0.01%	5159
2023 Q4	$47	Sell	2 -955	-100%	-$22K	﹤0.01%	5035
2023 Q3	$22K	Sell	957 -2,355	-71%	-$55K	﹤0.01%	3761
2023 Q2	$78.4K	Buy	3,312 +3,311	+331,100%	+$79.7K	﹤0.01%	3261
2023 Q1	$24	Buy	+1	New	+$24	﹤0.01%	5081
2022 Q4	–	Sell	-1	Closed	–	–	5587
2022 Q3	$0	Sell	1 -168	-99%	-$4.22K	﹤0.01%	5387
2022 Q2	$4K	Buy	169 +112	+196%	+$2.92K	﹤0.01%	4405
2022 Q1	$2K	Buy	57 +56	+5,600%	+$1.54K	﹤0.01%	4711
2021 Q4	$0	Hold	1	–	–	﹤0.01%	4911
2021 Q3	$0	Sell	1 -12	-92%	-$338	﹤0.01%	5006
2021 Q2	$0	Buy	+13	New	+$364	﹤0.01%	4854
2021 Q1	–	Sell	-1	Closed	–	–	4521
2020 Q4	$0	Buy	+1	New	+$27	﹤0.01%	4271
2020 Q3	–	Sell	-194	Closed	-$5K	–	3989
2020 Q2	$5K	Sell	194 -2	-1%	-$53	﹤0.01%	3252
2020 Q1	$5K	Buy	196 +2	+1%	+$51	﹤0.01%	3273
2019 Q4	$5K	Sell	194 -1	-0.5%	-$25	﹤0.01%	3408
2019 Q3	$5K	Buy	195 +193	+9,650%	+$4.93K	﹤0.01%	3410
2019 Q2	$0	Buy	+2	New	+$50	﹤0.01%	4168
2019 Q1	–	Sell	-13	Closed	–	–	4194
2018 Q4	$0	Buy	13 +12	+1,200%	+$288	﹤0.01%	4139
2018 Q3	$0	Buy	+1	New	+$24	﹤0.01%	3795

Other funds holding TDTF

Northern Trust Chicago, Illinois $757B AUM 28.64% 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 $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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments's TDTF Position: Q1 2026 in Review

Fidelity Investments increased its FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) stake by 40% in Q1 2026, buying an estimated $6.63K and bringing the position to 969 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4448.

Fidelity Investments first reported a position in TDTF in Q3 2018 and has held it in 26 quarters since. The position peaked at $78.4K in Q2 2023. 82 funds tracked by Wall St. Rank hold TDTF as of Q1 2026.

Fidelity Investments held 969 shares of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund worth $23.4K as of Q1 2026.
Fidelity Investments bought 275 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q1 2026, an estimated $6.63K.
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #4448 holding.
Fidelity Investments first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q3 2018 and has held it in 26 quarters since.
Fidelity Investments's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $78.4K in Q2 2023.
82 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.