Wealth Architects’s Northern Trust iBoxx 5-Year Target Duration TIPS ETF TDTF Stock Holding History

Wealth Architects’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	$77.2M	Buy	3,248,687 +133,293	+4%	+$3.21M	6.1%	3
2026 Q1	$75.1M	Buy	3,115,394 +124,282	+4%	+$3M	6.7%	2
2025 Q4	$71.7M	Buy	2,991,112 +204,954	+7%	+$4.95M	6.46%	2
2025 Q3	$67.6M	Buy	2,786,158 +81,345	+3%	+$1.97M	6.39%	2
2025 Q2	$65.1M	Buy	2,704,813 +146,879	+6%	+$3.5M	6.62%	2
2025 Q1	$62M	Buy	2,557,934 +42,279	+2%	+$1M	6.84%	2
2024 Q4	$58.5M	Buy	2,515,655 +102,857	+4%	+$2.43M	6.6%	2
2024 Q3	$58.1M	Buy	2,412,798 +137,146	+6%	+$3.26M	6.58%	2
2024 Q2	$53.3M	Buy	2,275,652 +87,024	+4%	+$2.03M	6.51%	2
2024 Q1	$51.8M	Buy	2,188,628 +171,244	+8%	+$4.03M	6.82%	2
2023 Q4	$47.7M	Buy	2,017,384 +1,896,885	+1,574%	+$43.8M	6.69%	2
2023 Q3	$2.76M	Hold	120,499	–	–	0.47%	36
2023 Q2	$2.85M	Buy	120,499 +2,701	+2%	+$65.1K	0.47%	36
2023 Q1	$2.88M	Buy	117,798 +5,522	+5%	+$132K	0.51%	33
2022 Q4	$2.65M	Hold	112,276	–	–	0.5%	31
2022 Q3	$2.63M	Hold	112,276	–	–	0.55%	32
2022 Q2	$2.83M	Sell	112,276 -4,850	-4%	-$126K	0.55%	31
2022 Q1	$3.17M	Buy	117,126 +100	+0.1%	+$2.74K	0.54%	29
2021 Q4	$3.28M	Buy	117,026 +18,805	+19%	+$527K	0.58%	29
2021 Q3	$2.74M	Buy	+98,221	New	+$2.77M	0.53%	27

Other funds holding TDTF

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

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealth Architects's TDTF Position: Q2 2026 in Review

Wealth Architects increased its Northern Trust iBoxx 5-Year Target Duration TIPS ETF (TDTF) stake by 4.3% in Q2 2026, buying an estimated $3.21M and bringing the position to 3,248,687 shares worth $77.2M. The position accounts for 6.1% of the portfolio, ranked #3.

Wealth Architects first reported a position in TDTF in Q3 2021 and has held it in 20 quarters since. 87 funds tracked by Wall St. Rank hold TDTF as of Q2 2026.

Wealth Architects held 3,248,687 shares of Northern Trust iBoxx 5-Year Target Duration TIPS ETF worth $77.2M as of Q2 2026.
Wealth Architects bought 133,293 Northern Trust iBoxx 5-Year Target Duration TIPS ETF shares in Q2 2026, an estimated $3.21M.
Northern Trust iBoxx 5-Year Target Duration TIPS ETF made up 6.1% of Wealth Architects's portfolio in Q2 2026, its #3 holding.
Wealth Architects first reported a position in Northern Trust iBoxx 5-Year Target Duration TIPS ETF in Q3 2021 and has held it in 20 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 Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.