Yoder Wealth Management’s Northern Trust iBoxx 5-Year Target Duration TIPS ETF 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 Q3	$1.57M	Sell	69,444 -12,176	-15%	-$283K	0.59%	40
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

CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Yoder Wealth Management's TDTF Position: Q3 2026 in Review

Yoder Wealth Management reduced its Northern Trust iBoxx 5-Year Target Duration TIPS ETF (TDTF) stake by 15% in Q3 2026, selling an estimated $283K and leaving 69,444 shares worth $1.57M. The position accounts for 0.59% of the portfolio, ranked #40.

Yoder Wealth Management first reported a position in TDTF in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.47M in Q4 2023. 4 funds tracked by Wall St. Rank hold TDTF as of Q3 2026.

Yoder Wealth Management held 69,444 shares of Northern Trust iBoxx 5-Year Target Duration TIPS ETF worth $1.57M as of Q3 2026.
Yoder Wealth Management sold 12,176 Northern Trust iBoxx 5-Year Target Duration TIPS ETF shares in Q3 2026, an estimated $283K.
Northern Trust iBoxx 5-Year Target Duration TIPS ETF made up 0.59% of Yoder Wealth Management's portfolio in Q3 2026, its #40 holding.
Yoder Wealth Management first reported a position in Northern Trust iBoxx 5-Year Target Duration TIPS ETF in Q1 2023 and has held it in 15 quarters since.
Yoder Wealth Management's Northern Trust iBoxx 5-Year Target Duration TIPS ETF position peaked at $2.47M in Q4 2023.
4 funds tracked by Wall St. Rank held Northern Trust iBoxx 5-Year Target Duration TIPS ETF as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.