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Rothschild Investment LLC’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund 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
Q1 		$24.1K Buy
+1,000
New +$24.1K ﹤0.01% 1347

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AWA
Archvest Wealth Advisors Concord, California $173M AUM 20.42% 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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Rothschild Investment LLC's TDTF Position: Q1 2026 in Review

Rothschild Investment LLC opened a new position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q1 2026: 1,000 shares worth $24.1K. The stake represents ﹤0.01% of the portfolio and ranks #1347 among its holdings.

82 funds tracked by Wall St. Rank hold TDTF as of Q1 2026.

  • Rothschild Investment LLC held 1,000 shares of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund worth $24.1K as of Q1 2026.
  • FlexShares iBoxx 5-Year Target Duration TIPS Index Fund was a new Rothschild Investment LLC position in Q1 2026.
  • FlexShares iBoxx 5-Year Target Duration TIPS Index Fund made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #1347 holding.
  • 82 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.