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

Northwestern Mutual 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 Q1	$9.5K	Buy	+394	New	+$9.51K	﹤0.01%	3087
2025 Q1	–	Sell	-261	Closed	-$6.07K	–	3937
2024 Q4	$6.07K	Buy	+261	New	+$6.16K	﹤0.01%	2897
2024 Q2	–	Sell	-64	Closed	-$1.51K	–	3814
2024 Q1	$1.51K	Buy	64 +14	+28%	+$329	﹤0.01%	3109
2023 Q4	$1.18K	Buy	+50	New	+$1.15K	﹤0.01%	3144
2022 Q4	–	Sell	-128	Closed	-$3K	–	3471
2022 Q3	$3K	Buy	+128	New	+$3.21K	﹤0.01%	2820
2020 Q4	–	Sell	-77	Closed	-$2K	–	2872
2020 Q3	$2K	Buy	+77	New	+$2.1K	﹤0.01%	2373
2020 Q1	–	Sell	-639	Closed	-$16K	–	2744
2019 Q4	$16K	Buy	+639	New	+$16.3K	﹤0.01%	1809
2018 Q4	–	Sell	-64	Closed	-$2K	–	2643
2018 Q3	$2K	Hold	64	–	–	﹤0.01%	2315
2018 Q2	$2K	Hold	64	–	–	﹤0.01%	2194
2018 Q1	$2K	Hold	64	–	–	﹤0.01%	2056
2017 Q4	$2K	Hold	64	–	–	﹤0.01%	2139
2017 Q3	$2K	Buy	+64	New	+$1.6K	﹤0.01%	2002
2015 Q3	–	Sell	-229	Closed	-$6K	–	1828
2015 Q2	$6K	Buy	+229	New	+$5.7K	﹤0.01%	1104
2014 Q4	–	Sell	-790	Closed	-$20K	–	1816
2014 Q3	$20K	Buy	+790	New	+$19.9K	﹤0.01%	818
2013 Q3	–	Sell	-950	Closed	-$24K	–	1473
2013 Q2	$24K	Buy	+950	New	+$24.5K	﹤0.01%	673

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 $1.12B AUM 24.94% 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

Northwestern Mutual Wealth Management's TDTF Position: Q1 2026 in Review

Northwestern Mutual Wealth Management opened a new position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q1 2026: 394 shares worth $9.5K. The stake represents ﹤0.01% of the portfolio and ranks #3087 among its holdings. This is a return to the name: Northwestern Mutual Wealth Management previously reported a position in TDTF as recently as Q4 2024.

Northwestern Mutual Wealth Management first reported a position in TDTF in Q2 2013 and has held it in 15 quarters since. The position peaked at $24K in Q2 2013. 82 funds tracked by Wall St. Rank hold TDTF as of Q1 2026.

Northwestern Mutual Wealth Management held 394 shares of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund worth $9.5K as of Q1 2026.
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund was a new Northwestern Mutual Wealth Management position in Q1 2026.
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #3087 holding.
Northwestern Mutual Wealth Management first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q2 2013 and has held it in 15 quarters since.
Northwestern Mutual Wealth Management's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $24K in Q2 2013.
82 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.