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

KMT Wealth 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	–	Sell	-13,214	Closed	-$317K	–	19
2025 Q4	$317K	Hold	13,214	–	–	0.17%	13
2025 Q3	$321K	Hold	13,214	–	–	0.17%	13
2025 Q2	$318K	Hold	13,214	–	–	0.19%	12
2025 Q1	$320K	Hold	13,214	–	–	0.22%	11
2024 Q4	$307K	Buy	+13,214	New	+$312K	0.25%	10

Other funds holding TDTF

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

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

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

KMT Wealth Management's TDTF Position: Q1 2026 in Review

KMT Wealth Management sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q1 2026, closing a stake of 13,214 shares — an estimated $317K sold.

KMT Wealth Management first reported a position in TDTF in Q4 2024 and held it in 5 quarters. The position peaked at $321K in Q3 2025. 82 funds tracked by Wall St. Rank hold TDTF as of Q1 2026.

KMT Wealth Management reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q1 2026 after selling out during the quarter.
KMT Wealth Management sold 13,214 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q1 2026, an estimated $317K.
KMT Wealth Management first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q4 2024 and held it in 5 quarters.
KMT Wealth Management's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $321K in Q3 2025.
82 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q1 2026.

Based on KMT Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.