LPL Financial
TDTF icon

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

LPL Financial’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 		$3.16M Sell
131,159
-21,667
-14% -$523K ﹤0.01% 3070
2025
Q4 		$3.66M Buy
152,826
+15,362
+11% +$371K ﹤0.01% 2827
2025
Q3 		$3.34M Buy
137,464
+90,677
+194% +$2.19M ﹤0.01% 2840
2025
Q2 		$1.13M Buy
46,787
+35,444
+312% +$846K ﹤0.01% 3643
2025
Q1 		$275K Sell
11,343
-17,490
-61% -$414K ﹤0.01% 4643
2024
Q4 		$671K Buy
28,833
+585
+2% +$13.8K ﹤0.01% 3833
2024
Q3 		$681K Sell
28,248
-94,870
-77% -$2.25M ﹤0.01% 3738
2024
Q2 		$2.88M Buy
123,118
+13,438
+12% +$313K ﹤0.01% 2292
2024
Q1 		$2.59M Buy
109,680
+3,515
+3% +$82.7K ﹤0.01% 2306
2023
Q4 		$2.51M Sell
106,165
-7,940
-7% -$183K ﹤0.01% 2224
2023
Q3 		$2.62M Buy
114,105
+4,469
+4% +$104K ﹤0.01% 2085
2023
Q2 		$2.6M Sell
109,636
-17,256
-14% -$416K ﹤0.01% 2028
2023
Q1 		$3.11M Sell
126,892
-26,300
-17% -$631K ﹤0.01% 1819
2022
Q4 		$3.62M Sell
153,192
-45,207
-23% -$1.07M ﹤0.01% 1655
2022
Q3 		$4.64M Sell
198,399
-2,649
-1% -$66.5K ﹤0.01% 1432
2022
Q2 		$5.07M Sell
201,048
-48,603
-19% -$1.27M ﹤0.01% 1391
2022
Q1 		$6.77M Sell
249,651
-10,303
-4% -$283K 0.01% 1256
2021
Q4 		$7.29M Buy
259,954
+4,369
+2% +$122K 0.01% 1208
2021
Q3 		$7.14M Buy
255,585
+24,862
+11% +$701K 0.01% 1155
2021
Q2 		$6.46M Buy
230,723
+17,244
+8% +$482K 0.01% 1174
2021
Q1 		$5.91M Buy
213,479
+17,423
+9% +$484K 0.01% 1120
2020
Q4 		$5.45M Buy
196,056
+37,678
+24% +$1.04M 0.01% 1070
2020
Q3 		$4.36M Buy
158,378
+67,509
+74% +$1.84M 0.01% 1021
2020
Q2 		$2.43M Buy
90,869
+4,403
+5% +$116K ﹤0.01% 1254
2020
Q1 		$2.23M Sell
86,466
-45,290
-34% -$1.17M ﹤0.01% 1125
2019
Q4 		$3.37M Buy
+131,756
New +$3.36M 0.01% 1040
2019
Q2 		– Sell
-8,073
Closed -$201K – 3345
2019
Q1 		$201K Buy
+8,073
New +$197K ﹤0.01% 2938
2018
Q4 		– Sell
-9,074
Closed -$220K – 3239
2018
Q3 		$220K Sell
9,074
-2,097
-19% -$51.2K ﹤0.01% 2929
2018
Q2 		$276K Sell
11,171
-5,912
-35% -$145K ﹤0.01% 2725
2018
Q1 		$422K Sell
17,083
-69,305
-80% -$1.71M ﹤0.01% 2308
2017
Q4 		$2.15M Buy
86,388
+5,294
+7% +$132K 0.01% 1017
2017
Q3 		$2.03M Buy
81,094
+4,632
+6% +$116K 0.01% 986
2017
Q2 		$1.91M Buy
76,462
+7,351
+11% +$185K 0.01% 966
2017
Q1 		$1.74M Buy
69,111
+9,346
+16% +$235K 0.01% 914
2016
Q4 		$1.5M Buy
59,765
+4,543
+8% +$114K 0.01% 951
2016
Q3 		$1.4M Buy
55,222
+6,212
+13% +$158K 0.01% 966
2016
Q2 		$1.26M Sell
49,010
-39,156
-44% -$991K 0.01% 1017
2016
Q1 		$2.23M Buy
88,166
+18,818
+27% +$466K 0.01% 1136
2015
Q4 		$1.7M Buy
69,348
+52,690
+316% +$1.29M ﹤0.01% 1279
2015
Q3 		$413K Buy
+16,658
New +$411K ﹤0.01% 1954

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

LPL Financial's TDTF Position: Q1 2026 in Review

LPL Financial reduced its FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) stake by 14% in Q1 2026, selling an estimated $523K and leaving 131,159 shares worth $3.16M. The position accounts for ﹤0.01% of the portfolio, ranked #3070.

LPL Financial first reported a position in TDTF in Q3 2015 and has held it in 40 quarters since. The position peaked at $7.29M in Q4 2021. 82 funds tracked by Wall St. Rank hold TDTF as of Q1 2026.

  • LPL Financial held 131,159 shares of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund worth $3.16M as of Q1 2026.
  • LPL Financial sold 21,667 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q1 2026, an estimated $523K.
  • FlexShares iBoxx 5-Year Target Duration TIPS Index Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3070 holding.
  • LPL Financial first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q3 2015 and has held it in 40 quarters since.
  • LPL Financial's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $7.29M in Q4 2021.
  • 82 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.