IWA
TDTF icon

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

Inspirion Wealth Advisors’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
Q1 		– Sell
-16,800
Closed -$390K – 167
2024
Q4 		$390K Buy
+16,800
New +$396K 0.05% 109

Other funds holding TDTF

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 $3.81B AUM 15.52% 1-Year Est. Return
CVM
Cheviot Value Management Beverly Hills, California $996M AUM 25.52% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Inspirion Wealth Advisors's TDTF Position: Q1 2025 in Review

Inspirion Wealth Advisors sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q1 2025, closing a stake of 16,800 shares — an estimated $390K sold.

Inspirion Wealth Advisors first reported a position in TDTF in Q4 2024 and held it in 1 quarter. The position peaked at $390K in Q4 2024. 67 funds tracked by Wall St. Rank hold TDTF as of Q1 2025.

  • Inspirion Wealth Advisors reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q1 2025 after selling out during the quarter.
  • Inspirion Wealth Advisors sold 16,800 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q1 2025, an estimated $390K.
  • Inspirion Wealth Advisors first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q4 2024 and held it in 1 quarter.
  • Inspirion Wealth Advisors's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $390K in Q4 2024.
  • 67 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q1 2025.

Based on Inspirion Wealth Advisors's 13F filing for Q1 2025, filed 9 Apr 2025.