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

Plante Moran Financial 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
2025 Q4	–	Sell	-279	Closed	-$6.77K	–	884
2025 Q3	$6.77K	Buy	+279	New	+$6.75K	﹤0.01%	586
2022 Q2	–	Sell	-649	Closed	-$18K	–	1056
2022 Q1	$18K	Buy	+649	New	+$17.8K	﹤0.01%	519
2016 Q1	–	Sell	-5,025	Closed	-$122K	–	1022
2015 Q4	$122K	Hold	5,025	–	–	0.09%	158
2015 Q3	$124K	Buy	+5,025	New	+$124K	0.1%	155

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 $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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Plante Moran Financial Advisors's TDTF Position: Q4 2025 in Review

Plante Moran Financial Advisors sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q4 2025, closing a stake of 279 shares — an estimated $6.77K sold.

Plante Moran Financial Advisors first reported a position in TDTF in Q3 2015 and held it in 4 quarters. The position peaked at $124K in Q3 2015. 78 funds tracked by Wall St. Rank hold TDTF as of Q4 2025.

Plante Moran Financial Advisors reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q4 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 279 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q4 2025, an estimated $6.77K.
Plante Moran Financial Advisors first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q3 2015 and held it in 4 quarters.
Plante Moran Financial Advisors's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $124K in Q3 2015.
78 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q4 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.