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Stratos Investment Management’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Stratos Investment Management’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 		$1.12M Buy
46,376
+1,910
+4% +$46.1K 0.04% 166
2025
Q4 		$1.07M Buy
44,466
+197
+0.4% +$4.76K 0.04% 165
2025
Q3 		$1.07M Sell
44,269
-262
-0.6% -$6.34K 0.04% 164
2025
Q2 		$1.07M Sell
44,531
-297
-0.7% -$7.09K 0.05% 180
2025
Q1 		$1.09M Sell
44,828
-962
-2% -$22.8K 0.06% 156
2024
Q4 		$1.07M Buy
+45,790
New +$1.08M 0.06% 127

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
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

Stratos Investment Management's TDTF Position: Q1 2026 in Review

Stratos Investment Management increased its FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) stake by 4.3% in Q1 2026, buying an estimated $46.1K and bringing the position to 46,376 shares worth $1.12M. The position accounts for 0.04% of the portfolio, ranked #166.

Stratos Investment Management first reported a position in TDTF in Q4 2024 and has held it in 6 quarters since. 82 funds tracked by Wall St. Rank hold TDTF as of Q1 2026.

  • Stratos Investment Management held 46,376 shares of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund worth $1.12M as of Q1 2026.
  • Stratos Investment Management bought 1,910 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q1 2026, an estimated $46.1K.
  • FlexShares iBoxx 5-Year Target Duration TIPS Index Fund made up 0.04% of Stratos Investment Management's portfolio in Q1 2026, its #166 holding.
  • Stratos Investment Management first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q4 2024 and has held it in 6 quarters since.
  • 82 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q1 2026.

Based on Stratos Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.