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

Valmark Advisers’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 		$917K Buy
38,040
+1,385
+4% +$33.4K 0.01% 363
2025
Q4 		$878K Hold
36,655
– – 0.01% 357
2025
Q3 		$890K Buy
+36,655
New +$887K 0.01% 351

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
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

Valmark Advisers's TDTF Position: Q1 2026 in Review

Valmark Advisers increased its FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) stake by 3.8% in Q1 2026, buying an estimated $33.4K and bringing the position to 38,040 shares worth $917K. The position accounts for 0.01% of the portfolio, ranked #363.

Valmark Advisers first reported a position in TDTF in Q3 2025 and has held it in 3 quarters since. 82 funds tracked by Wall St. Rank hold TDTF as of Q1 2026.

  • Valmark Advisers held 38,040 shares of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund worth $917K as of Q1 2026.
  • Valmark Advisers bought 1,385 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q1 2026, an estimated $33.4K.
  • FlexShares iBoxx 5-Year Target Duration TIPS Index Fund made up 0.01% of Valmark Advisers's portfolio in Q1 2026, its #363 holding.
  • Valmark Advisers first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q3 2025 and has held it in 3 quarters since.
  • 82 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.