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

Glassman Wealth 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	–	Sell	-3,349	Closed	-$80.3K	–	200
2025 Q4	$80.3K	Buy	+3,349	New	+$80.9K	0.01%	108

Other funds holding TDTF

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

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Wealth Architects Mountain View, California $1.12B AUM 24.94% 1-Year Est. Return

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Archvest Wealth Advisors Concord, California $155M AUM 17.53% 1-Year Est. Return

Cheviot Value Management Beverly Hills, California $996M AUM 25.52% 1-Year Est. Return

Chandler Asset Management San Diego, California $659M AUM 11.68% 1-Year Est. Return

Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B 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