KMT Wealth Management’s Northern Trust iBoxx 5-Year Target Duration TIPS ETF 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 $860B AUM 41.15% 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 $4.34B AUM 17.55% 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 $984M AUM 24.46% 1-Year Est. Return

CAM

Chandler Asset Management San Diego, California $710M AUM 13.71% 1-Year Est. Return

FNB

Farmers National Bank Danville, Kentucky $479M AUM 22.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

KMT Wealth Management sold out of Northern Trust iBoxx 5-Year Target Duration TIPS ETF (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 Northern Trust iBoxx 5-Year Target Duration TIPS ETF position as of Q1 2026 after selling out during the quarter.
KMT Wealth Management sold 13,214 Northern Trust iBoxx 5-Year Target Duration TIPS ETF shares in Q1 2026, an estimated $317K.
KMT Wealth Management first reported a position in Northern Trust iBoxx 5-Year Target Duration TIPS ETF in Q4 2024 and held it in 5 quarters.
KMT Wealth Management's Northern Trust iBoxx 5-Year Target Duration TIPS ETF position peaked at $321K in Q3 2025.
82 funds tracked by Wall St. Rank held Northern Trust iBoxx 5-Year Target Duration TIPS ETF as of Q1 2026.

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