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

Kestra Advisory Services’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 		$210K Buy
8,714
+408
+5% +$9.84K ﹤0.01% 2912
2025
Q4 		$199K Buy
+8,306
New +$201K ﹤0.01% 2892
2025
Q2 		– Sell
-9,690
Closed -$235K – 2981
2025
Q1 		$235K Buy
+9,690
New +$229K ﹤0.01% 2363

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
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

Kestra Advisory Services's TDTF Position: Q1 2026 in Review

Kestra Advisory Services increased its FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) stake by 4.9% in Q1 2026, buying an estimated $9.84K and bringing the position to 8,714 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #2912.

Kestra Advisory Services first reported a position in TDTF in Q1 2025 and has held it in 3 quarters since. The position peaked at $235K in Q1 2025. 82 funds tracked by Wall St. Rank hold TDTF as of Q1 2026.

  • Kestra Advisory Services held 8,714 shares of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund worth $210K as of Q1 2026.
  • Kestra Advisory Services bought 408 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q1 2026, an estimated $9.84K.
  • FlexShares iBoxx 5-Year Target Duration TIPS Index Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2912 holding.
  • Kestra Advisory Services first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q1 2025 and has held it in 3 quarters since.
  • Kestra Advisory Services's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $235K in Q1 2025.
  • 82 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.