Greenleaf Trust’s Northern Trust iBoxx 5-Year Target Duration TIPS ETF 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 $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

CVM

Cheviot Value Management Beverly Hills, California $984M AUM 24.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FNB

Farmers National Bank Danville, Kentucky $479M AUM 22.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Greenleaf Trust's TDTF Position: Q3 2025 in Review

Greenleaf Trust sold out of Northern Trust iBoxx 5-Year Target Duration TIPS ETF (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 Northern Trust iBoxx 5-Year Target Duration TIPS ETF position as of Q3 2025 after selling out during the quarter.
Greenleaf Trust sold 11,998 Northern Trust iBoxx 5-Year Target Duration TIPS ETF shares in Q3 2025, an estimated $289K.
Greenleaf Trust first reported a position in Northern Trust iBoxx 5-Year Target Duration TIPS ETF in Q4 2023 and held it in 7 quarters.
Greenleaf Trust's Northern Trust iBoxx 5-Year Target Duration TIPS ETF position peaked at $389K in Q4 2023.
74 funds tracked by Wall St. Rank held Northern Trust iBoxx 5-Year Target Duration TIPS ETF as of Q3 2025.

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