TGAM
TDTF icon

TBH Global Asset Management’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

TBH Global Asset 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
2025
Q3 		– Sell
-32,139
Closed -$774K – 256
2025
Q2 		$774K Buy
+32,139
New +$767K 0.17% 90

Other funds holding TDTF

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 $3.81B AUM 15.52% 1-Year Est. Return
CVM
Cheviot Value Management Beverly Hills, California $996M AUM 25.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $453M AUM 19.46% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

TBH Global Asset Management's TDTF Position: Q3 2025 in Review

TBH Global Asset Management sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q3 2025, closing a stake of 32,139 shares — an estimated $774K sold.

TBH Global Asset Management first reported a position in TDTF in Q2 2025 and held it in 1 quarter. The position peaked at $774K in Q2 2025. 74 funds tracked by Wall St. Rank hold TDTF as of Q3 2025.

  • TBH Global Asset Management reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q3 2025 after selling out during the quarter.
  • TBH Global Asset Management sold 32,139 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q3 2025, an estimated $774K.
  • TBH Global Asset Management first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q2 2025 and held it in 1 quarter.
  • TBH Global Asset Management's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $774K in Q2 2025.
  • 74 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q3 2025.

Based on TBH Global Asset Management's 13F filing for Q3 2025, filed 20 Oct 2025.