Shared Vision Wealth Group’s Northern Trust iBoxx 5-Year Target Duration TIPS ETF 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 Q2	$231K	Hold	9,711	–	–	0.08%	103
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 $860B AUM 41.15% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Shared Vision Wealth Group's TDTF Position: Q2 2026 in Review

Shared Vision Wealth Group held its Northern Trust iBoxx 5-Year Target Duration TIPS ETF (TDTF) position steady in Q2 2026 at 9,711 shares worth $231K. The position accounts for 0.08% of the portfolio, ranked #103.

Shared Vision Wealth Group first reported a position in TDTF in Q4 2023 and has held it in 11 quarters since. The position peaked at $237K in Q3 2025. 87 funds tracked by Wall St. Rank hold TDTF as of Q2 2026.

Shared Vision Wealth Group held 9,711 shares of Northern Trust iBoxx 5-Year Target Duration TIPS ETF worth $231K as of Q2 2026.
Shared Vision Wealth Group 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 0.08% of Shared Vision Wealth Group's portfolio in Q2 2026, its #103 holding.
Shared Vision Wealth Group first reported a position in Northern Trust iBoxx 5-Year Target Duration TIPS ETF in Q4 2023 and has held it in 11 quarters since.
Shared Vision Wealth Group's Northern Trust iBoxx 5-Year Target Duration TIPS ETF position peaked at $237K in Q3 2025.
87 funds tracked by Wall St. Rank held Northern Trust iBoxx 5-Year Target Duration TIPS ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.