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Rothschild Investment LLC’s Northern Trust iBoxx 5-Year Target Duration TIPS ETF TDTF Stock Holding History

Rothschild Investment LLC’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 		$23.8K Hold
1,000
– – ﹤0.01% 1488
2026
Q1 		$24.1K Buy
+1,000
New +$24.1K ﹤0.01% 1347

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

Rothschild Investment LLC's TDTF Position: Q2 2026 in Review

Rothschild Investment LLC held its Northern Trust iBoxx 5-Year Target Duration TIPS ETF (TDTF) position steady in Q2 2026 at 1,000 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1488.

Rothschild Investment LLC first reported a position in TDTF in Q1 2026 and has held it in 2 quarters since. The position peaked at $24.1K in Q1 2026. 86 funds tracked by Wall St. Rank hold TDTF as of Q2 2026.

  • Rothschild Investment LLC held 1,000 shares of Northern Trust iBoxx 5-Year Target Duration TIPS ETF worth $23.8K as of Q2 2026.
  • Rothschild Investment LLC left its Northern Trust iBoxx 5-Year Target Duration TIPS ETF share count unchanged in Q2 2026.
  • Northern Trust iBoxx 5-Year Target Duration TIPS ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1488 holding.
  • Rothschild Investment LLC first reported a position in Northern Trust iBoxx 5-Year Target Duration TIPS ETF in Q1 2026 and has held it in 2 quarters since.
  • Rothschild Investment LLC's Northern Trust iBoxx 5-Year Target Duration TIPS ETF position peaked at $24.1K in Q1 2026.
  • 86 funds tracked by Wall St. Rank held Northern Trust iBoxx 5-Year Target Duration TIPS ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.