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Wealthspire Advisors (New York)’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-1,675
Closed -$40.7K – 2697
2025
Q3 		$40.7K Buy
+1,675
New +$40.5K ﹤0.01% 1331

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Wealthspire Advisors (New York)'s TDTF Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q4 2025, closing a stake of 1,675 shares — an estimated $40.7K sold.

Wealthspire Advisors (New York) first reported a position in TDTF in Q3 2025 and held it in 1 quarter. The position peaked at $40.7K in Q3 2025. 78 funds tracked by Wall St. Rank hold TDTF as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,675 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q4 2025, an estimated $40.7K.
  • Wealthspire Advisors (New York) first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $40.7K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.