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Zynergy Retirement Planning’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund 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 $757B AUM 28.64% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.12B AUM 24.94% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
CVM
Cheviot Value Management Beverly Hills, California $996M AUM 25.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Zynergy Retirement Planning sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (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 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q2 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 967 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q2 2025, an estimated $22.5K.
  • Zynergy Retirement Planning first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q2 2024 and held it in 4 quarters.
  • Zynergy Retirement Planning's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $23.3K in Q4 2024.
  • 64 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q2 2025.

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