UBS Group
TDTF icon

UBS Group’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

UBS 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
Q1 		$9.7M Buy
402,478
+47,244
+13% +$1.14M ﹤0.01% 3384
2025
Q4 		$8.51M Buy
355,234
+61,912
+21% +$1.5M ﹤0.01% 3458
2025
Q3 		$7.12M Buy
293,322
+45,805
+19% +$1.11M ﹤0.01% 3665
2025
Q2 		$5.96M Buy
247,517
+3,190
+1% +$76.1K ﹤0.01% 3691
2025
Q1 		$5.92M Sell
244,327
-98,249
-29% -$2.33M ﹤0.01% 3609
2024
Q4 		$7.97M Sell
342,576
-11,591
-3% -$274K ﹤0.01% 3311
2024
Q3 		$8.54M Sell
354,167
-46,504
-12% -$1.1M ﹤0.01% 2519
2024
Q2 		$9.38M Sell
400,671
-39,929
-9% -$931K ﹤0.01% 2255
2024
Q1 		$10.4M Buy
440,600
+33,202
+8% +$781K ﹤0.01% 2234
2023
Q4 		$9.63M Buy
407,398
+12,515
+3% +$289K ﹤0.01% 2131
2023
Q3 		$9.06M Buy
394,883
+157,864
+67% +$3.69M ﹤0.01% 2054
2023
Q2 		$5.61M Sell
237,019
-51,728
-18% -$1.25M ﹤0.01% 2469
2023
Q1 		$7.07M Buy
288,747
+8,145
+3% +$195K ﹤0.01% 2194
2022
Q4 		$6.63M Sell
280,602
-37,119
-12% -$881K ﹤0.01% 2234
2022
Q3 		$7.43M Sell
317,721
-460,893
-59% -$11.6M ﹤0.01% 2031
2022
Q2 		$19.6M Sell
778,614
-111,618
-13% -$2.91M 0.01% 1318
2022
Q1 		$24.1M Buy
890,232
+31,578
+4% +$867K 0.01% 1289
2021
Q4 		$24.1M Buy
858,654
+146,879
+21% +$4.11M 0.01% 1451
2021
Q3 		$19.9M Buy
711,775
+169,208
+31% +$4.77M 0.01% 1504
2021
Q2 		$15.2M Buy
542,567
+9,688
+2% +$271K ﹤0.01% 1696
2021
Q1 		$14.8M Sell
532,879
-145,386
-21% -$4.04M ﹤0.01% 1644
2020
Q4 		$18.9M Buy
678,265
+31,180
+5% +$857K 0.01% 1376
2020
Q3 		$17.8M Buy
647,085
+113,530
+21% +$3.1M 0.01% 1253
2020
Q2 		$14.3M Buy
533,555
+22,890
+4% +$604K 0.01% 1274
2020
Q1 		$13.2M Sell
510,665
-20,536
-4% -$529K 0.01% 1219
2019
Q4 		$13.6M Buy
531,201
+77,332
+17% +$1.97M ﹤0.01% 1671
2019
Q3 		$11.6M Buy
453,869
+277,485
+157% +$7.09M ﹤0.01% 1656
2019
Q2 		$4.5M Buy
176,384
+28,786
+20% +$721K ﹤0.01% 2412
2019
Q1 		$3.67M Buy
147,598
+2,311
+2% +$56.4K ﹤0.01% 2460
2018
Q4 		$3.5M Sell
145,287
-56,373
-28% -$1.35M ﹤0.01% 2501
2018
Q3 		$4.89M Buy
201,660
+61,677
+44% +$1.51M ﹤0.01% 2366
2018
Q2 		$3.46M Buy
139,983
+4,463
+3% +$110K ﹤0.01% 2669
2018
Q1 		$3.35M Sell
135,520
-15,408
-10% -$380K ﹤0.01% 2684
2017
Q4 		$3.77M Sell
150,928
-5,171
-3% -$129K ﹤0.01% 2628
2017
Q3 		$3.9M Sell
156,099
-173,640
-53% -$4.35M ﹤0.01% 2463
2017
Q2 		$8.23M Sell
329,739
-135,428
-29% -$3.41M ﹤0.01% 1707
2017
Q1 		$11.8M Buy
465,167
+226,227
+95% +$5.69M 0.01% 1365
2016
Q4 		$5.98M Buy
238,940
+234,171
+4,910% +$5.9M ﹤0.01% 1933
2016
Q3 		$122K Buy
4,769
+1,423
+43% +$36.1K ﹤0.01% 4881
2016
Q2 		$86K Buy
3,346
+1,742
+109% +$44.1K ﹤0.01% 5135
2016
Q1 		$41K Sell
1,604
-5,114
-76% -$127K ﹤0.01% 5656
2015
Q4 		$164K Sell
6,718
-1,880
-22% -$46.1K ﹤0.01% 4831
2015
Q3 		$212K Buy
8,598
+4,287
+99% +$106K ﹤0.01% 4589
2015
Q2 		$107K Buy
4,311
+1,892
+78% +$47.1K ﹤0.01% 5346
2015
Q1 		$60K Buy
2,419
+1,909
+374% +$47.3K ﹤0.01% 5879
2014
Q4 		$13K Buy
+510
New +$12.7K ﹤0.01% 8159

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

UBS Group's TDTF Position: Q1 2026 in Review

UBS Group increased its FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) stake by 13% in Q1 2026, buying an estimated $1.14M and bringing the position to 402,478 shares worth $9.7M. The position accounts for ﹤0.01% of the portfolio, ranked #3384.

UBS Group first reported a position in TDTF in Q4 2014 and has held it in 46 quarters since. The position peaked at $24.1M in Q1 2022. 82 funds tracked by Wall St. Rank hold TDTF as of Q1 2026.

  • UBS Group held 402,478 shares of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund worth $9.7M as of Q1 2026.
  • UBS Group bought 47,244 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q1 2026, an estimated $1.14M.
  • FlexShares iBoxx 5-Year Target Duration TIPS Index Fund made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3384 holding.
  • UBS Group first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $24.1M in Q1 2022.
  • 82 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.