GWM
TDTF icon

Greenline Wealth Management’s Northern Trust iBoxx 5-Year Target Duration TIPS ETF TDTF Stock Holding History

Greenline Wealth Management’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
-868
Closed -$20.8K – 470
2025
Q4 		$20.8K Buy
+868
New +$21K 0.02% 265

Other funds holding TDTF

Northern Trust
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
WA
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
AWA
Archvest Wealth Advisors Concord, California $173M AUM 20.42% 1-Year Est. Return
CVM
Cheviot Value Management Beverly Hills, California $984M AUM 24.46% 1-Year Est. Return
CAM
Chandler Asset Management San Diego, California $710M AUM 13.71% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $479M AUM 22.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Greenline Wealth Management's TDTF Position: Q1 2026 in Review

Greenline Wealth Management sold out of Northern Trust iBoxx 5-Year Target Duration TIPS ETF (TDTF) in Q1 2026, closing a stake of 868 shares — an estimated $20.8K sold.

Greenline Wealth Management first reported a position in TDTF in Q4 2025 and held it in 1 quarter. The position peaked at $20.8K in Q4 2025. 82 funds tracked by Wall St. Rank hold TDTF as of Q1 2026.

  • Greenline Wealth Management reported no remaining Northern Trust iBoxx 5-Year Target Duration TIPS ETF position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 868 Northern Trust iBoxx 5-Year Target Duration TIPS ETF shares in Q1 2026, an estimated $20.8K.
  • Greenline Wealth Management first reported a position in Northern Trust iBoxx 5-Year Target Duration TIPS ETF in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's Northern Trust iBoxx 5-Year Target Duration TIPS ETF position peaked at $20.8K in Q4 2025.
  • 82 funds tracked by Wall St. Rank held Northern Trust iBoxx 5-Year Target Duration TIPS ETF as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.