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Zynergy Retirement Planning’s Northern Trust iBoxx 5-Year Target Duration TIPS ETF TDTF Stock Holding History

Zynergy Retirement Planning’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
Q2 		– Sell
-967
Closed -$22.5K – 95
2025
Q1 		$22.5K Hold
967
– – 0.02% 63
2024
Q4 		$23.3K Hold
967
– – 0.02% 57
2024
Q3 		$23.3K Hold
967
– – 0.02% 57
2024
Q2 		$22.6K Buy
+967
New +$22.5K 0.02% 64

Other funds holding TDTF

Northern Trust
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
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
CVM
Cheviot Value Management Beverly Hills, California $984M AUM 24.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $479M AUM 22.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Zynergy Retirement Planning's TDTF Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of Northern Trust iBoxx 5-Year Target Duration TIPS ETF (TDTF) in Q2 2025, closing a stake of 967 shares — an estimated $22.5K sold.

Zynergy Retirement Planning first reported a position in TDTF in Q2 2024 and held it in 4 quarters. The position peaked at $23.3K in Q4 2024. 64 funds tracked by Wall St. Rank hold TDTF as of Q2 2025.

  • Zynergy Retirement Planning reported no remaining Northern Trust iBoxx 5-Year Target Duration TIPS ETF position as of Q2 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 967 Northern Trust iBoxx 5-Year Target Duration TIPS ETF shares in Q2 2025, an estimated $22.5K.
  • Zynergy Retirement Planning first reported a position in Northern Trust iBoxx 5-Year Target Duration TIPS ETF in Q2 2024 and held it in 4 quarters.
  • Zynergy Retirement Planning's Northern Trust iBoxx 5-Year Target Duration TIPS ETF position peaked at $23.3K in Q4 2024.
  • 64 funds tracked by Wall St. Rank held Northern Trust iBoxx 5-Year Target Duration TIPS ETF as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.