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

NewEdge 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
2026 Q1	$22.6K	Hold	938	–	–	﹤0.01%	3159
2025 Q4	$22.5K	Sell	938 -43	-4%	-$1.04K	﹤0.01%	3221
2025 Q3	$23.8K	Buy	+981	New	+$23.7K	﹤0.01%	3070
2023 Q1	–	Sell	-180	Closed	-$4.25K	–	4092
2022 Q4	$4.25K	Buy	+180	New	+$4.27K	﹤0.01%	2644
2022 Q3	–	Sell	-12,350	Closed	-$311K	–	1654
2022 Q2	$311K	Buy	+12,350	New	+$322K	0.01%	1197

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

NewEdge Advisors's TDTF Position: Q1 2026 in Review

NewEdge Advisors held its FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) position steady in Q1 2026 at 938 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3159.

NewEdge Advisors first reported a position in TDTF in Q2 2022 and has held it in 5 quarters since. The position peaked at $311K in Q2 2022. 82 funds tracked by Wall St. Rank hold TDTF as of Q1 2026.

NewEdge Advisors held 938 shares of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund worth $22.6K as of Q1 2026.
NewEdge Advisors left its FlexShares iBoxx 5-Year Target Duration TIPS Index Fund share count unchanged in Q1 2026.
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3159 holding.
NewEdge Advisors first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q2 2022 and has held it in 5 quarters since.
NewEdge Advisors's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $311K in Q2 2022.
82 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.