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

Regal 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 Q1	$472K	Sell	19,585 -753	-4%	-$18.2K	0.03%	443
2025 Q4	$487K	Buy	+20,338	New	+$492K	0.03%	430
2024 Q1	–	Sell	-15,708	Closed	-$371K	–	601
2023 Q4	$371K	Buy	15,708 +821	+6%	+$18.9K	0.03%	376
2023 Q3	$342K	Buy	14,887 +338	+2%	+$7.89K	0.03%	364
2023 Q2	$345K	Buy	14,549 +963	+7%	+$23.2K	0.03%	368
2023 Q1	$333K	Buy	+13,586	New	+$326K	0.03%	362

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

Regal Investment Advisors's TDTF Position: Q1 2026 in Review

Regal Investment Advisors reduced its FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) stake by 3.7% in Q1 2026, selling an estimated $18.2K and leaving 19,585 shares worth $472K. The position accounts for 0.03% of the portfolio, ranked #443.

Regal Investment Advisors first reported a position in TDTF in Q1 2023 and has held it in 6 quarters since. The position peaked at $487K in Q4 2025. 82 funds tracked by Wall St. Rank hold TDTF as of Q1 2026.

Regal Investment Advisors held 19,585 shares of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund worth $472K as of Q1 2026.
Regal Investment Advisors sold 753 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q1 2026, an estimated $18.2K.
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund made up 0.03% of Regal Investment Advisors's portfolio in Q1 2026, its #443 holding.
Regal Investment Advisors first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q1 2023 and has held it in 6 quarters since.
Regal Investment Advisors's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $487K in Q4 2025.
82 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.