Raymond James Financial
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Raymond James Financial’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Raymond James Financial’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 		$426K Sell
17,677
-3,662
-17% -$88.3K ﹤0.01% 4459
2025
Q4 		$511K Sell
21,339
-1,605
-7% -$38.8K ﹤0.01% 4252
2025
Q3 		$557K Sell
22,944
-2,983
-12% -$72.2K ﹤0.01% 4058
2025
Q2 		$624K Sell
25,927
-3,090
-11% -$73.7K ﹤0.01% 3875
2025
Q1 		$704K Sell
29,017
-1,222
-4% -$28.9K ﹤0.01% 3723
2024
Q4 		$703K Buy
+30,239
New +$714K ﹤0.01% 3687

Other funds holding TDTF

Northern Trust
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
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 $453M AUM 19.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Raymond James Financial's TDTF Position: Q1 2026 in Review

Raymond James Financial reduced its FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) stake by 17% in Q1 2026, selling an estimated $88.3K and leaving 17,677 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #4459.

Raymond James Financial first reported a position in TDTF in Q4 2024 and has held it in 6 quarters since. The position peaked at $704K in Q1 2025. 82 funds tracked by Wall St. Rank hold TDTF as of Q1 2026.

  • Raymond James Financial held 17,677 shares of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund worth $426K as of Q1 2026.
  • Raymond James Financial sold 3,662 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q1 2026, an estimated $88.3K.
  • FlexShares iBoxx 5-Year Target Duration TIPS Index Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4459 holding.
  • Raymond James Financial first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $704K in Q1 2025.
  • 82 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.