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

IFG Advisory’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
-226,386
Closed -$5.43M – 818
2025
Q4 		$5.43M Buy
226,386
+12,485
+6% +$302K 0.24% 116
2025
Q3 		$5.19M Buy
213,901
+10,931
+5% +$264K 0.24% 112
2025
Q2 		$4.89M Buy
202,970
+21,319
+12% +$509K 0.25% 106
2025
Q1 		$4.41M Buy
181,651
+7,361
+4% +$174K 0.24% 109
2024
Q4 		$4.05M Buy
174,290
+115,227
+195% +$2.72M 0.23% 116
2024
Q3 		$1.42M Buy
59,063
+5,234
+10% +$124K 0.09% 242
2024
Q2 		$1.26M Buy
53,829
+123
+0.2% +$2.87K 0.08% 252
2024
Q1 		$1.27M Buy
53,706
+1,751
+3% +$41.2K 0.09% 228
2023
Q4 		$1.23M Buy
51,955
+18,782
+57% +$433K 0.09% 229
2023
Q3 		$761K Buy
33,173
+2,378
+8% +$55.5K 0.06% 265
2023
Q2 		$729K Buy
30,795
+8,790
+40% +$212K 0.06% 240
2023
Q1 		$539K Buy
22,005
+1,290
+6% +$30.9K 0.05% 306
2022
Q4 		$489K Buy
20,715
+9,465
+84% +$225K 0.05% 313
2022
Q3 		$263K Buy
11,250
+1,710
+18% +$42.9K 0.02% 440
2022
Q2 		$240K Hold
9,540
– – 0.03% 416
2022
Q1 		$258K Hold
9,540
– – 0.03% 427
2021
Q4 		$267K Hold
9,540
– – 0.03% 421
2021
Q3 		$266K Hold
9,540
– – 0.03% 417
2021
Q2 		$267K Hold
9,540
– – 0.03% 411
2021
Q1 		$264K Sell
9,540
-180
-2% -$5K 0.03% 414
2020
Q4 		$270K Hold
9,720
– – 0.04% 374
2020
Q3 		$267K Sell
9,720
-2,560
-21% -$69.9K 0.04% 342
2020
Q2 		$328K Sell
12,280
-175
-1% -$4.62K 0.06% 291
2020
Q1 		$321K Sell
12,455
-3,940
-24% -$101K 0.07% 255
2019
Q4 		$419K Hold
16,395
– – 0.08% 260
2019
Q3 		$418K Sell
16,395
-4,775
-23% -$122K 0.08% 252
2019
Q2 		$538K Buy
21,170
+1,250
+6% +$31.3K 0.1% 199
2019
Q1 		$494K Sell
19,920
-2,640
-12% -$64.5K 0.09% 201
2018
Q4 		$543K Sell
22,560
-345
-2% -$8.28K 0.13% 161
2018
Q3 		$554K Buy
22,905
+395
+2% +$9.65K 0.1% 190
2018
Q2 		$555K Buy
22,510
+250
+1% +$6.14K 0.11% 173
2018
Q1 		$550K Buy
22,260
+1,735
+8% +$42.8K 0.12% 171
2017
Q4 		$512K Buy
+20,525
New +$513K 0.12% 174

Other funds holding TDTF

Northern Trust
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
WA
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
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
Ameriprise Minneapolis, Minnesota $432B 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

IFG Advisory's TDTF Position: Q1 2026 in Review

IFG Advisory sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q1 2026, closing a stake of 226,386 shares — an estimated $5.43M sold.

IFG Advisory first reported a position in TDTF in Q4 2017 and held it in 33 quarters. The position peaked at $5.43M in Q4 2025. 82 funds tracked by Wall St. Rank hold TDTF as of Q1 2026.

  • IFG Advisory reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q1 2026 after selling out during the quarter.
  • IFG Advisory sold 226,386 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q1 2026, an estimated $5.43M.
  • IFG Advisory first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q4 2017 and held it in 33 quarters.
  • IFG Advisory's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $5.43M in Q4 2025.
  • 82 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.