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

Tucker 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 Q4	$2.4K	Buy	+100	New	+$2.42K	﹤0.01%	818
2025 Q1	–	Sell	-100	Closed	-$2.33K	–	858
2024 Q4	$2.33K	Hold	100	–	–	﹤0.01%	1179
2024 Q3	$2.41K	Hold	100	–	–	﹤0.01%	1127
2024 Q2	$2.34K	Hold	100	–	–	﹤0.01%	1277
2024 Q1	$2.37K	Hold	100	–	–	﹤0.01%	1278
2023 Q4	$2.36K	Hold	100	–	–	﹤0.01%	1097
2023 Q3	$2.29K	Hold	100	–	–	﹤0.01%	1010
2023 Q2	$2.37K	Hold	100	–	–	﹤0.01%	821
2023 Q1	$2.45K	Buy	+100	New	+$2.4K	﹤0.01%	858

Other funds holding TDTF

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Tucker Asset Management's TDTF Position: Q4 2025 in Review

Tucker Asset Management opened a new position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q4 2025: 100 shares worth $2.4K. The stake represents ﹤0.01% of the portfolio and ranks #818 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in TDTF as recently as Q4 2024.

Tucker Asset Management first reported a position in TDTF in Q1 2023 and has held it in 9 quarters since. The position peaked at $2.45K in Q1 2023. 78 funds tracked by Wall St. Rank hold TDTF as of Q4 2025.

Tucker Asset Management held 100 shares of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund worth $2.4K as of Q4 2025.
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund was a new Tucker Asset Management position in Q4 2025.
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #818 holding.
Tucker Asset Management first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q1 2023 and has held it in 9 quarters since.
Tucker Asset Management's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $2.45K in Q1 2023.
78 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.