Mosley Wealth Management’s Northern Trust iBoxx 5-Year Target Duration TIPS ETF 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $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

FNB

Farmers National Bank Danville, Kentucky $479M AUM 22.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Mosley Wealth Management increased its Northern Trust iBoxx 5-Year Target Duration TIPS ETF (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. 86 funds tracked by Wall St. Rank hold TDTF as of Q2 2026.

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

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