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Urban Wealth Management’s Northern Trust iBoxx 5-Year Target Duration TIPS ETF 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
Q2 		$2.26M Buy
95,106
+15,882
+20% +$382K 1.97% 11
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 $860B AUM 41.15% 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 $4.34B AUM 17.55% 1-Year Est. Return
AWA
Archvest Wealth Advisors Concord, California $173M AUM 20.42% 1-Year Est. Return
CVM
Cheviot Value Management Beverly Hills, California $984M AUM 24.46% 1-Year Est. Return
CAM
Chandler Asset Management San Diego, California $710M AUM 13.71% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $479M AUM 22.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Urban Wealth Management's TDTF Position: Q2 2026 in Review

Urban Wealth Management increased its Northern Trust iBoxx 5-Year Target Duration TIPS ETF (TDTF) stake by 20% in Q2 2026, buying an estimated $382K and bringing the position to 95,106 shares worth $2.26M. The position accounts for 1.97% of the portfolio, ranked #11.

Urban Wealth Management first reported a position in TDTF in Q4 2025 and has held it in 3 quarters since. 87 funds tracked by Wall St. Rank hold TDTF as of Q2 2026.

  • Urban Wealth Management held 95,106 shares of Northern Trust iBoxx 5-Year Target Duration TIPS ETF worth $2.26M as of Q2 2026.
  • Urban Wealth Management bought 15,882 Northern Trust iBoxx 5-Year Target Duration TIPS ETF shares in Q2 2026, an estimated $382K.
  • Northern Trust iBoxx 5-Year Target Duration TIPS ETF made up 1.97% of Urban Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Urban Wealth Management first reported a position in Northern Trust iBoxx 5-Year Target Duration TIPS ETF in Q4 2025 and has held it in 3 quarters since.
  • 87 funds tracked by Wall St. Rank held Northern Trust iBoxx 5-Year Target Duration TIPS ETF as of Q2 2026.

Based on Urban Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.