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

Yoder 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	$1.94M	Sell	81,620 -2,380	-3%	-$57.3K	0.76%	38
2026 Q1	$2.03M	Sell	84,000 -1,200	-1%	-$29K	0.92%	37
2025 Q4	$2.04M	Sell	85,200 -320	-0.4%	-$7.73K	0.93%	38
2025 Q3	$2.08M	Sell	85,520 -7,150	-8%	-$173K	0.98%	33
2025 Q2	$2.23M	Sell	92,670 -426	-0.5%	-$10.2K	1.16%	26
2025 Q1	$2.26M	Sell	93,096 -650	-0.7%	-$15.4K	1.27%	26
2024 Q4	$2.18M	Sell	93,746 -2,770	-3%	-$65.4K	1.2%	28
2024 Q3	$2.33M	Hold	96,516	–	–	1.4%	21
2024 Q2	$2.26M	Sell	96,516 -6,800	-7%	-$159K	1.46%	22
2024 Q1	$2.44M	Sell	103,316 -1,168	-1%	-$27.5K	1.59%	21
2023 Q4	$2.47M	Buy	104,484 +14,745	+16%	+$340K	1.74%	19
2023 Q3	$2.06M	Buy	89,739 +38,808	+76%	+$906K	1.7%	19
2023 Q2	$1.21M	Buy	50,931 +22,418	+79%	+$540K	0.95%	29
2023 Q1	$698K	Buy	+28,513	New	+$684K	0.58%	38

Other funds holding TDTF

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return

AWA

Archvest Wealth Advisors Concord, California $173M AUM 20.42% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

SQA

Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return

UWM

Urban Wealth Management El Segundo, California $115M AUM

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

LIA

Lynx Investment Advisory Washington, Dc, District of Columbia $305M AUM 23.05% 1-Year Est. Return

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

Yoder Wealth Management reduced its FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) stake by 2.8% in Q2 2026, selling an estimated $57.3K and leaving 81,620 shares worth $1.94M. The position accounts for 0.76% of the portfolio, ranked #38.

Yoder Wealth Management first reported a position in TDTF in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.47M in Q4 2023. 24 funds tracked by Wall St. Rank hold TDTF as of Q2 2026.

Yoder Wealth Management held 81,620 shares of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund worth $1.94M as of Q2 2026.
Yoder Wealth Management sold 2,380 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q2 2026, an estimated $57.3K.
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund made up 0.76% of Yoder Wealth Management's portfolio in Q2 2026, its #38 holding.
Yoder Wealth Management first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q1 2023 and has held it in 14 quarters since.
Yoder Wealth Management's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $2.47M in Q4 2023.
24 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q2 2026.

Based on Yoder Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.