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Kendall Capital Management’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Kendall Capital 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 		$4.67M Buy
193,728
+9,332
+5% +$225K 0.96% 24
2025
Q4 		$4.42M Buy
184,396
+23,566
+15% +$570K 0.92% 28
2025
Q3 		$3.9M Buy
160,830
+68
+0% +$1.65K 0.88% 27
2025
Q2 		$3.87M Buy
160,762
+11,062
+7% +$264K 1.02% 25
2025
Q1 		$3.63M Buy
149,700
+20,419
+16% +$484K 1.07% 23
2024
Q4 		$3.01M Sell
129,281
-4,177
-3% -$98.6K 0.88% 33
2024
Q3 		$3.22M Sell
133,458
-450
-0.3% -$10.7K 0.99% 24
2024
Q2 		$3.13M Sell
133,908
-16,946
-11% -$395K 1.04% 24
2024
Q1 		$3.57M Sell
150,854
-1,588
-1% -$37.4K 1.23% 18
2023
Q4 		$3.6M Sell
152,442
-7,250
-5% -$167K 1.4% 13
2023
Q3 		$3.66M Buy
159,692
+11,812
+8% +$276K 1.62% 10
2023
Q2 		$3.5M Sell
147,880
-4,299
-3% -$104K 1.54% 13
2023
Q1 		$3.73M Buy
152,179
+4,806
+3% +$115K 1.79% 8
2022
Q4 		$3.48M Sell
147,373
-5,513
-4% -$131K 1.76% 8
2022
Q3 		$3.58M Buy
152,886
+6,177
+4% +$155K 2.08% 7
2022
Q2 		$3.7M Sell
146,709
-62,823
-30% -$1.64M 2.04% 7
2022
Q1 		$5.68M Buy
209,532
+22,516
+12% +$618K 2.75% 4
2021
Q4 		$5.24M Buy
187,016
+47,663
+34% +$1.34M 2.49% 4
2021
Q3 		$3.89M Buy
139,353
+29,335
+27% +$827K 2.1% 8
2021
Q2 		$3.08M Buy
110,018
+40,247
+58% +$1.13M 1.73% 12
2021
Q1 		$1.93M Buy
69,771
+10,191
+17% +$283K 1.19% 24
2020
Q4 		$1.66M Buy
59,580
+16,279
+38% +$447K 1.21% 27
2020
Q3 		$1.19M Buy
43,301
+9,044
+26% +$247K 1.04% 36
2020
Q2 		$916K Buy
34,257
+633
+2% +$16.7K 0.88% 43
2020
Q1 		$868K Sell
33,624
-7,570
-18% -$195K 0.98% 38
2019
Q4 		$1.05M Buy
41,194
+4,974
+14% +$127K 0.83% 48
2019
Q3 		$925K Sell
36,220
-1,634
-4% -$41.7K 0.82% 47
2019
Q2 		$966K Buy
+37,854
New +$949K 0.87% 43

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

Kendall Capital Management's TDTF Position: Q1 2026 in Review

Kendall Capital Management increased its FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) stake by 5.1% in Q1 2026, buying an estimated $225K and bringing the position to 193,728 shares worth $4.67M. The position accounts for 0.96% of the portfolio, ranked #24.

Kendall Capital Management first reported a position in TDTF in Q2 2019 and has held it in 28 quarters since. The position peaked at $5.68M in Q1 2022. 82 funds tracked by Wall St. Rank hold TDTF as of Q1 2026.

  • Kendall Capital Management held 193,728 shares of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund worth $4.67M as of Q1 2026.
  • Kendall Capital Management bought 9,332 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q1 2026, an estimated $225K.
  • FlexShares iBoxx 5-Year Target Duration TIPS Index Fund made up 0.96% of Kendall Capital Management's portfolio in Q1 2026, its #24 holding.
  • Kendall Capital Management first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q2 2019 and has held it in 28 quarters since.
  • Kendall Capital Management's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $5.68M in Q1 2022.
  • 82 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q1 2026.

Based on Kendall Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.