Mercer Global Advisors
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Mercer Global Advisors’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Mercer Global Advisors’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
-8,815
Closed -$214K – 2961
2025
Q3 		$214K Sell
8,815
-402
-4% -$9.72K ﹤0.01% 2345
2025
Q2 		$222K Sell
9,217
-8,681
-49% -$207K ﹤0.01% 2034
2025
Q1 		$434K Sell
17,898
-6,172
-26% -$146K ﹤0.01% 1550
2024
Q4 		$560K Buy
24,070
+6,930
+40% +$164K ﹤0.01% 1384
2024
Q3 		$413K Sell
17,140
-7,640
-31% -$181K ﹤0.01% 1452
2024
Q2 		$575K Sell
24,780
-4,655
-16% -$109K ﹤0.01% 1231
2024
Q1 		$696K Sell
29,435
-1,156
-4% -$27.2K ﹤0.01% 1119
2023
Q4 		$723K Sell
30,591
-15,862
-34% -$366K ﹤0.01% 1117
2023
Q3 		$1.07M Sell
46,453
-16,972
-27% -$396K ﹤0.01% 919
2023
Q2 		$1.5M Sell
63,425
-19,008
-23% -$458K 0.01% 808
2023
Q1 		$2.02M Sell
82,433
-39,170
-32% -$939K 0.01% 675
2022
Q4 		$2.87M Sell
121,603
-31,905
-21% -$757K 0.01% 586
2022
Q3 		$3.59M Buy
+153,508
New +$3.85M 0.02% 469

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mercer Global Advisors's TDTF Position: Q4 2025 in Review

Mercer Global Advisors sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q4 2025, closing a stake of 8,815 shares — an estimated $214K sold.

Mercer Global Advisors first reported a position in TDTF in Q3 2022 and held it in 13 quarters. The position peaked at $3.59M in Q3 2022. 78 funds tracked by Wall St. Rank hold TDTF as of Q4 2025.

  • Mercer Global Advisors reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q4 2025 after selling out during the quarter.
  • Mercer Global Advisors sold 8,815 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q4 2025, an estimated $214K.
  • Mercer Global Advisors first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q3 2022 and held it in 13 quarters.
  • Mercer Global Advisors's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $3.59M in Q3 2022.
  • 78 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q4 2025.

Based on Mercer Global Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.