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Simon Quick Advisors’s Northern Trust iBoxx 5-Year Target Duration TIPS ETF TDTF Stock Holding History

Simon Quick 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
2026
Q2 		$3.52M Hold
148,136
– – 0.14% 105
2026
Q1 		$3.57M Hold
148,136
– – 0.16% 96
2025
Q4 		$3.55M Hold
148,136
– – 0.15% 94
2025
Q3 		$3.6M Buy
+148,136
New +$3.58M 0.16% 94

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

Simon Quick Advisors's TDTF Position: Q2 2026 in Review

Simon Quick Advisors held its Northern Trust iBoxx 5-Year Target Duration TIPS ETF (TDTF) position steady in Q2 2026 at 148,136 shares worth $3.52M. The position accounts for 0.14% of the portfolio, ranked #105.

Simon Quick Advisors first reported a position in TDTF in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.6M in Q3 2025. 87 funds tracked by Wall St. Rank hold TDTF as of Q2 2026.

  • Simon Quick Advisors held 148,136 shares of Northern Trust iBoxx 5-Year Target Duration TIPS ETF worth $3.52M as of Q2 2026.
  • Simon Quick Advisors 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 0.14% of Simon Quick Advisors's portfolio in Q2 2026, its #105 holding.
  • Simon Quick Advisors first reported a position in Northern Trust iBoxx 5-Year Target Duration TIPS ETF in Q3 2025 and has held it in 4 quarters since.
  • Simon Quick Advisors's Northern Trust iBoxx 5-Year Target Duration TIPS ETF position peaked at $3.6M 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 Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.