Shared Vision Wealth Group’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Shared Vision Wealth Group’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	$234K	Hold	9,711	–	–	0.1%	87
2025 Q4	$233K	Hold	9,711	–	–	0.09%	88
2025 Q3	$237K	Hold	9,711	–	–	0.1%	87
2025 Q2	$234K	Hold	9,711	–	–	0.12%	75
2025 Q1	$235K	Hold	9,711	–	–	0.13%	73
2024 Q4	$226K	Hold	9,711	–	–	0.12%	71
2024 Q3	$234K	Hold	9,711	–	–	0.13%	69
2024 Q2	$227K	Hold	9,711	–	–	0.13%	69
2024 Q1	$230K	Hold	9,711	–	–	0.14%	68
2023 Q4	$229K	Buy	+9,711	New	+$224K	0.15%	70

Other funds holding TDTF

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

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

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

Shared Vision Wealth Group's TDTF Position: Q1 2026 in Review

Shared Vision Wealth Group held its FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) position steady in Q1 2026 at 9,711 shares worth $234K. The position accounts for 0.1% of the portfolio, ranked #87.

Shared Vision Wealth Group first reported a position in TDTF in Q4 2023 and has held it in 10 quarters since. The position peaked at $237K in Q3 2025. 82 funds tracked by Wall St. Rank hold TDTF as of Q1 2026.

Shared Vision Wealth Group held 9,711 shares of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund worth $234K as of Q1 2026.
Shared Vision Wealth Group left its FlexShares iBoxx 5-Year Target Duration TIPS Index Fund share count unchanged in Q1 2026.
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund made up 0.1% of Shared Vision Wealth Group's portfolio in Q1 2026, its #87 holding.
Shared Vision Wealth Group first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q4 2023 and has held it in 10 quarters since.
Shared Vision Wealth Group's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $237K in Q3 2025.
82 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q1 2026.

Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.