MML Investors Services’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

MML Investors Services’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	$474K	Buy	19,650 +6,129	+45%	+$148K	﹤0.01%	2254
2025 Q4	$324K	Buy	13,521 +3,717	+38%	+$89.8K	﹤0.01%	2570
2025 Q3	$238K	Buy	+9,804	New	+$237K	﹤0.01%	2672
2024 Q1	–	Sell	-12,695	Closed	-$300K	–	2562
2023 Q4	$300K	Sell	12,695 -5,234	-29%	-$121K	﹤0.01%	2045
2023 Q3	$411K	Sell	17,929 -27,538	-61%	-$643K	﹤0.01%	1740
2023 Q2	$1.08M	Sell	45,467 -60	-0.1%	-$1.45K	0.01%	1198
2023 Q1	$1.11M	Sell	45,527 -14,253	-24%	-$342K	0.01%	1018
2022 Q4	$1.41M	Buy	59,780 +13,732	+30%	+$326K	0.01%	970
2022 Q3	$1.08M	Buy	46,048 +26,443	+135%	+$664K	0.01%	1023
2022 Q2	$494K	Buy	19,605 +11,555	+144%	+$301K	﹤0.01%	1411
2022 Q1	$218K	Buy	8,050 +218	+3%	+$5.98K	﹤0.01%	1910
2021 Q4	$220K	Buy	7,832 +569	+8%	+$15.9K	﹤0.01%	1874
2021 Q3	$203K	Buy	+7,263	New	+$205K	﹤0.01%	1861

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 $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

MML Investors Services's TDTF Position: Q1 2026 in Review

MML Investors Services increased its FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) stake by 45% in Q1 2026, buying an estimated $148K and bringing the position to 19,650 shares worth $474K. The position accounts for ﹤0.01% of the portfolio, ranked #2254.

MML Investors Services first reported a position in TDTF in Q3 2021 and has held it in 13 quarters since. The position peaked at $1.41M in Q4 2022. 82 funds tracked by Wall St. Rank hold TDTF as of Q1 2026.

MML Investors Services held 19,650 shares of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund worth $474K as of Q1 2026.
MML Investors Services bought 6,129 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q1 2026, an estimated $148K.
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund made up ﹤0.01% of MML Investors Services's portfolio in Q1 2026, its #2254 holding.
MML Investors Services first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q3 2021 and has held it in 13 quarters since.
MML Investors Services's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $1.41M in Q4 2022.
82 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.