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

Greenleaf Trust’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
2025 Q3	–	Sell	-11,998	Closed	-$289K	–	837
2025 Q2	$289K	Buy	11,998 +1,775	+17%	+$42.4K	﹤0.01%	642
2025 Q1	$248K	Hold	10,223	–	–	﹤0.01%	707
2024 Q4	$238K	Hold	10,223	–	–	﹤0.01%	730
2024 Q3	$246K	Hold	10,223	–	–	﹤0.01%	733
2024 Q2	$239K	Hold	10,223	–	–	﹤0.01%	696
2024 Q1	$242K	Sell	10,223 -6,229	-38%	-$147K	﹤0.01%	682
2023 Q4	$389K	Buy	+16,452	New	+$380K	﹤0.01%	534

Other funds holding TDTF

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

BTI

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

CAL

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

CVM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FNB

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Greenleaf Trust's TDTF Position: Q3 2025 in Review

Greenleaf Trust sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q3 2025, closing a stake of 11,998 shares — an estimated $289K sold.

Greenleaf Trust first reported a position in TDTF in Q4 2023 and held it in 7 quarters. The position peaked at $389K in Q4 2023. 74 funds tracked by Wall St. Rank hold TDTF as of Q3 2025.

Greenleaf Trust reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q3 2025 after selling out during the quarter.
Greenleaf Trust sold 11,998 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q3 2025, an estimated $289K.
Greenleaf Trust first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q4 2023 and held it in 7 quarters.
Greenleaf Trust's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $389K in Q4 2023.
74 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q3 2025.

Based on Greenleaf Trust's 13F filing for Q3 2025, filed 22 Oct 2025.