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

Sanctuary 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
2025
Q4 		– Sell
-22,364
Closed -$543K – 2565
2025
Q3 		$543K Buy
+22,364
New +$541K ﹤0.01% 1665

Other funds holding TDTF

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.12B AUM 24.94% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sanctuary Advisors's TDTF Position: Q4 2025 in Review

Sanctuary Advisors sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q4 2025, closing a stake of 22,364 shares — an estimated $543K sold.

Sanctuary Advisors first reported a position in TDTF in Q3 2025 and held it in 1 quarter. The position peaked at $543K in Q3 2025. 78 funds tracked by Wall St. Rank hold TDTF as of Q4 2025.

  • Sanctuary Advisors reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q4 2025 after selling out during the quarter.
  • Sanctuary Advisors sold 22,364 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q4 2025, an estimated $543K.
  • Sanctuary Advisors first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q3 2025 and held it in 1 quarter.
  • Sanctuary Advisors's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $543K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q4 2025.

Based on Sanctuary Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.