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

OneDigital Investment 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
Q2 		$1.07M Buy
44,813
+3,452
+8% +$83.1K 0.01% 717
2026
Q1 		$997K Sell
41,361
-4,085
-9% -$98.6K 0.01% 681
2025
Q4 		$1.09M Buy
45,446
+569
+1% +$13.8K 0.01% 648
2025
Q3 		$1.09M Sell
44,877
-8,403
-16% -$203K 0.01% 627
2025
Q2 		$1.28M Buy
53,280
+38,161
+252% +$911K 0.01% 562
2025
Q1 		$367K Buy
+15,119
New +$358K ﹤0.01% 993

Other funds holding TDTF

Northern Trust
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
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
FNB
Farmers National Bank Danville, Kentucky $479M AUM 22.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

OneDigital Investment Advisors's TDTF Position: Q2 2026 in Review

OneDigital Investment Advisors increased its FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) stake by 8.3% in Q2 2026, buying an estimated $83.1K and bringing the position to 44,813 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #717.

OneDigital Investment Advisors first reported a position in TDTF in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.28M in Q2 2025. 64 funds tracked by Wall St. Rank hold TDTF as of Q2 2026.

  • OneDigital Investment Advisors held 44,813 shares of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund worth $1.07M as of Q2 2026.
  • OneDigital Investment Advisors bought 3,452 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q2 2026, an estimated $83.1K.
  • FlexShares iBoxx 5-Year Target Duration TIPS Index Fund made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #717 holding.
  • OneDigital Investment Advisors first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q1 2025 and has held it in 6 quarters since.
  • OneDigital Investment Advisors's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $1.28M in Q2 2025.
  • 64 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.