Key Financial Inc’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Key Financial Inc’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 Q4	–	Sell	-141	Closed	-$3.42K	–	1507
2025 Q3	$3.42K	Hold	141	–	–	﹤0.01%	1118
2025 Q2	$3.4K	Hold	141	–	–	﹤0.01%	1102
2025 Q1	$3.42K	Hold	141	–	–	﹤0.01%	1077
2024 Q4	$3.28K	Hold	141	–	–	﹤0.01%	1076
2024 Q3	$3.4K	Hold	141	–	–	﹤0.01%	1039
2024 Q2	$3.3K	Hold	141	–	–	﹤0.01%	1039
2024 Q1	$3.33K	Hold	141	–	–	﹤0.01%	1033
2023 Q4	$3.33K	Hold	141	–	–	﹤0.01%	1032
2023 Q3	$3.23K	Hold	141	–	–	﹤0.01%	1048
2023 Q2	$3.34K	Hold	141	–	–	﹤0.01%	1084
2023 Q1	$3.45K	Hold	141	–	–	﹤0.01%	875
2022 Q4	$3.3K	Hold	141	–	–	﹤0.01%	863
2022 Q3	$3K	Hold	141	–	–	﹤0.01%	910
2022 Q2	$4K	Hold	141	–	–	﹤0.01%	856
2022 Q1	$4K	Hold	141	–	–	﹤0.01%	844
2021 Q4	$4K	Hold	141	–	–	﹤0.01%	759
2021 Q3	$4K	Hold	141	–	–	﹤0.01%	747
2021 Q2	$4K	Hold	141	–	–	﹤0.01%	720
2021 Q1	$4K	Hold	141	–	–	﹤0.01%	629
2020 Q4	$4K	Buy	+141	New	+$3.88K	﹤0.01%	592

Other funds holding TDTF

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

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 $173M AUM 20.42% 1-Year Est. Return

CVM

Cheviot Value Management Beverly Hills, California $996M AUM 25.52% 1-Year Est. Return

FNB

Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Key Financial Inc's TDTF Position: Q4 2025 in Review

Key Financial Inc sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q4 2025, closing a stake of 141 shares — an estimated $3.42K sold.

Key Financial Inc first reported a position in TDTF in Q4 2020 and held it in 20 quarters. The position peaked at $4K in Q2 2022. 78 funds tracked by Wall St. Rank hold TDTF as of Q4 2025.

Key Financial Inc reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q4 2025 after selling out during the quarter.
Key Financial Inc sold 141 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q4 2025, an estimated $3.42K.
Key Financial Inc first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q4 2020 and held it in 20 quarters.
Key Financial Inc's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $4K in Q2 2022.
78 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q4 2025.

Based on Key Financial Inc's 13F filing for Q4 2025, filed 9 Feb 2026.