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Mosley Wealth Management’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Mosley 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
Q2 		$8.59K Buy
361
+6
+2% +$144 ﹤0.01% 397
2026
Q1 		$8.62K Buy
+355
New +$8.56K ﹤0.01% 314

Other funds holding TDTF

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 $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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
SQA
Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mosley Wealth Management's TDTF Position: Q2 2026 in Review

Mosley Wealth Management increased its FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) stake by 1.7% in Q2 2026, buying an estimated $144 and bringing the position to 361 shares worth $8.59K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Mosley Wealth Management first reported a position in TDTF in Q1 2026 and has held it in 2 quarters since. The position peaked at $8.62K in Q1 2026. 39 funds tracked by Wall St. Rank hold TDTF as of Q2 2026.

  • Mosley Wealth Management held 361 shares of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund worth $8.59K as of Q2 2026.
  • Mosley Wealth Management bought 6 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q2 2026, an estimated $144.
  • FlexShares iBoxx 5-Year Target Duration TIPS Index Fund made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #397 holding.
  • Mosley Wealth Management first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q1 2026 and has held it in 2 quarters since.
  • Mosley Wealth Management's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $8.62K in Q1 2026.
  • 39 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.