Morgan Stanley
TDTF icon

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

Morgan Stanley’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 		$5.15M Buy
213,762
+24,394
+13% +$589K ﹤0.01% 4114
2025
Q4 		$4.54M Buy
189,368
+20,491
+12% +$495K ﹤0.01% 4248
2025
Q3 		$4.1M Buy
168,877
+5,147
+3% +$125K ﹤0.01% 4305
2025
Q2 		$3.94M Buy
163,730
+3,541
+2% +$84.5K ﹤0.01% 4247
2025
Q1 		$3.88M Sell
160,189
-37,029
-19% -$877K ﹤0.01% 4141
2024
Q4 		$4.59M Sell
197,218
-49,560
-20% -$1.17M ﹤0.01% 4073
2024
Q3 		$5.95M Buy
246,778
+4,979
+2% +$118K ﹤0.01% 3835
2024
Q2 		$5.66M Sell
241,799
-12,421
-5% -$290K ﹤0.01% 3782
2024
Q1 		$6.01M Sell
254,220
-221,080
-47% -$5.2M ﹤0.01% 3774
2023
Q4 		$11.2M Buy
475,300
+258,595
+119% +$5.97M ﹤0.01% 3826
2023
Q3 		$4.97M Sell
216,705
-26,054
-11% -$608K ﹤0.01% 3743
2023
Q2 		$5.75M Buy
242,759
+22,659
+10% +$546K ﹤0.01% 3663
2023
Q1 		$5.39M Sell
220,100
-53,434
-20% -$1.28M ﹤0.01% 3725
2022
Q4 		$6.46M Sell
273,534
-126,375
-32% -$3M ﹤0.01% 3505
2022
Q3 		$9.36M Sell
399,909
-71,921
-15% -$1.81M ﹤0.01% 3050
2022
Q2 		$11.9M Buy
471,830
+160
+0% +$4.17K ﹤0.01% 2886
2022
Q1 		$12.8M Sell
471,670
-60,362
-11% -$1.66M ﹤0.01% 2609
2021
Q4 		$14.9M Buy
532,032
+11,798
+2% +$330K ﹤0.01% 2489
2021
Q3 		$14.5M Buy
520,234
+23,067
+5% +$650K ﹤0.01% 2449
2021
Q2 		$13.9M Sell
497,167
-349,989
-41% -$9.79M ﹤0.01% 2589
2021
Q1 		$23.4M Sell
847,156
-79,680
-9% -$2.22M ﹤0.01% 1764
2020
Q4 		$25.8M Buy
926,836
+115,936
+14% +$3.19M ﹤0.01% 1574
2020
Q3 		$22.3M Buy
810,900
+12,404
+2% +$339K ﹤0.01% 1400
2020
Q2 		$21.3M Buy
798,496
+24,572
+3% +$648K ﹤0.01% 1348
2020
Q1 		$20M Sell
773,924
-30,153
-4% -$776K 0.01% 1267
2019
Q4 		$20.6M Buy
804,077
+25,320
+3% +$646K ﹤0.01% 1636
2019
Q3 		$19.9M Buy
778,757
+67,908
+10% +$1.73M 0.01% 1494
2019
Q2 		$18.1M Buy
710,849
+604,979
+571% +$15.2M ﹤0.01% 1558
2019
Q1 		$2.63M Sell
105,870
-6,556
-6% -$160K ﹤0.01% 3346
2018
Q4 		$2.71M Buy
112,426
+4,423
+4% +$106K ﹤0.01% 3516
2018
Q3 		$2.62M Buy
108,003
+15,375
+17% +$376K ﹤0.01% 3787
2018
Q2 		$2.29M Sell
92,628
-10,996
-11% -$270K ﹤0.01% 3939
2018
Q1 		$2.56M Buy
103,624
+5,441
+6% +$134K ﹤0.01% 3737
2017
Q4 		$2.45M Buy
98,183
+45,889
+88% +$1.15M ﹤0.01% 3855
2017
Q3 		$1.31M Sell
52,294
-24,695
-32% -$619K ﹤0.01% 4251
2017
Q2 		$1.92M Buy
76,989
+3,187
+4% +$80.1K ﹤0.01% 3829
2017
Q1 		$1.87M Buy
73,802
+13,339
+22% +$335K ﹤0.01% 3875
2016
Q4 		$1.51M Buy
60,463
+2,977
+5% +$75K ﹤0.01% 4156
2016
Q3 		$1.47M Buy
57,486
+14,589
+34% +$371K ﹤0.01% 3743
2016
Q2 		$1.1M Buy
42,897
+3,508
+9% +$88.8K ﹤0.01% 3903
2016
Q1 		$995K Buy
39,389
+18,482
+88% +$457K ﹤0.01% 3950
2015
Q4 		$509K Buy
20,907
+1,414
+7% +$34.7K ﹤0.01% 4535
2015
Q3 		$480K Buy
19,493
+18,631
+2,161% +$460K ﹤0.01% 4636
2015
Q2 		$21K Sell
862
-1,107
-56% -$27.6K ﹤0.01% 6127
2015
Q1 		$49K Buy
1,969
+607
+45% +$15K ﹤0.01% 5802
2014
Q4 		$33K Hold
1,362
– – ﹤0.01% 5926
2014
Q3 		$34K Buy
1,362
+600
+79% +$15.1K ﹤0.01% 5845
2014
Q2 		$19K Sell
762
-92
-11% -$2.33K ﹤0.01% 6043
2014
Q1 		$21K Hold
854
– – ﹤0.01% 5955
2013
Q4 		$21K Buy
+854
New +$21.5K ﹤0.01% 5848

Other funds holding TDTF

Northern Trust
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
WA
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 $173M AUM 20.42% 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

Morgan Stanley's TDTF Position: Q1 2026 in Review

Morgan Stanley increased its FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) stake by 13% in Q1 2026, buying an estimated $589K and bringing the position to 213,762 shares worth $5.15M. The position accounts for ﹤0.01% of the portfolio, ranked #4114.

Morgan Stanley first reported a position in TDTF in Q4 2013 and has held it in 50 quarters since. The position peaked at $25.8M in Q4 2020. 82 funds tracked by Wall St. Rank hold TDTF as of Q1 2026.

  • Morgan Stanley held 213,762 shares of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund worth $5.15M as of Q1 2026.
  • Morgan Stanley bought 24,394 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q1 2026, an estimated $589K.
  • FlexShares iBoxx 5-Year Target Duration TIPS Index Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4114 holding.
  • Morgan Stanley first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q4 2013 and has held it in 50 quarters since.
  • Morgan Stanley's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $25.8M in Q4 2020.
  • 82 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.