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Regal Investment Advisors’s Northern Trust iBoxx 5-Year Target Duration TIPS ETF 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
Q2 		$397K Sell
16,698
-2,887
-15% -$69.5K 0.02% 502
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Regal Investment Advisors reduced its Northern Trust iBoxx 5-Year Target Duration TIPS ETF (TDTF) stake by 15% in Q2 2026, selling an estimated $69.5K and leaving 16,698 shares worth $397K. The position accounts for 0.02% of the portfolio, ranked #502.

Regal Investment Advisors first reported a position in TDTF in Q1 2023 and has held it in 7 quarters since. The position peaked at $487K in Q4 2025. 86 funds tracked by Wall St. Rank hold TDTF as of Q2 2026.

  • Regal Investment Advisors held 16,698 shares of Northern Trust iBoxx 5-Year Target Duration TIPS ETF worth $397K as of Q2 2026.
  • Regal Investment Advisors sold 2,887 Northern Trust iBoxx 5-Year Target Duration TIPS ETF shares in Q2 2026, an estimated $69.5K.
  • Northern Trust iBoxx 5-Year Target Duration TIPS ETF made up 0.02% of Regal Investment Advisors's portfolio in Q2 2026, its #502 holding.
  • Regal Investment Advisors first reported a position in Northern Trust iBoxx 5-Year Target Duration TIPS ETF in Q1 2023 and has held it in 7 quarters since.
  • Regal Investment Advisors's Northern Trust iBoxx 5-Year Target Duration TIPS ETF position peaked at $487K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Northern Trust iBoxx 5-Year Target Duration TIPS ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.