UWM
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Urban Wealth Management’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Urban Wealth 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 		$1.91M Sell
79,224
-3,794
-5% -$91.5K 1.96% 14
2025
Q4 		$1.99M Buy
+83,018
New +$2.01M 1.85% 15

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

Urban Wealth Management's TDTF Position: Q1 2026 in Review

Urban Wealth Management reduced its FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) stake by 4.6% in Q1 2026, selling an estimated $91.5K and leaving 79,224 shares worth $1.91M. The position accounts for 1.96% of the portfolio, ranked #14.

Urban Wealth Management first reported a position in TDTF in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.99M in Q4 2025. 82 funds tracked by Wall St. Rank hold TDTF as of Q1 2026.

  • Urban Wealth Management held 79,224 shares of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund worth $1.91M as of Q1 2026.
  • Urban Wealth Management sold 3,794 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q1 2026, an estimated $91.5K.
  • FlexShares iBoxx 5-Year Target Duration TIPS Index Fund made up 1.96% of Urban Wealth Management's portfolio in Q1 2026, its #14 holding.
  • Urban Wealth Management first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q4 2025 and has held it in 2 quarters since.
  • Urban Wealth Management's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $1.99M in Q4 2025.
  • 82 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q1 2026.

Based on Urban Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.