Purchases and Sales Made in Q2 2025 in Flexshares Tr Iboxx 5 Yr Targe (TDTF)
This table provides information about the institutional ownership of Flexshares Tr Iboxx 5 Yr Targe (TDTF) during Q2 2025. The information is specifically focused on institutions that hold shares of FLEXSHARES TR IBOXX 5 YR TARGE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
147K+ 5.74% |
$3.46M - $3.55M
|
2.7M
$65.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
38.2K+ 252.4% |
$900K - $923K
|
53.3K
$1.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
32.1KNew |
$758K - $778K
|
32.1K
$777K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
21.3K+ 11.74% |
$503K - $516K
|
203K
$4.91M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.9K+ 104.45% |
$329K - $337K
|
27.3K
$659K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
11.7K+ 5.71% |
$275K - $282K
|
216K
$5.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
11.1K+ 7.39% |
$261K - $268K
|
161K
$3.89M
|
|
|
Aug 05, 2025
Q2 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
6.99KNew |
$165K - $169K
|
6.99K
$169K
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
5.5K+ 16.44% |
$130K - $133K
|
39K
$942K
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
3.79K+ 6.42% |
$89.4K - $91.7K
|
62.8K
$1.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.78K+ 17.36% |
$41.9K - $43K
|
12K
$290K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.58K+ 2392.42% |
$37.2K - $38.2K
|
1.65K
$39.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.43KNew |
$33.6K - $34.5K
|
1.43K
$34.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
938+ 6.01% |
$22.1K - $22.7K
|
16.6K
$400K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
332+ 4.95% |
$7.83K - $8.03K
|
7.04K
$170K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-12- 0.62% |
$283 - $290
|
1.91K
$46.2K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-63- 0.27% |
$1.49K - $1.52K
|
22.9K
$554K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-188- 0.28% |
$4.43K - $4.55K
|
66.3K
$1.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-297- 0.66% |
$7K - $7.19K
|
44.5K
$1.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-426- 0.46% |
$10K - $10.3K
|
92.7K
$2.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-633- 4.21% |
$14.9K - $15.3K
|
14.4K
$348K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-933- 0.57% |
$22K - $22.6K
|
162K
$3.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.88K- 1.54% |
$67.9K - $69.6K
|
184K
$4.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7.25K- 36.29% |
$171K - $175K
|
12.7K
$307K
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-10.7K- 37.07% |
$253K - $260K
|
18.2K
$441K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.52M- 36.2% |
$59.4M - $60.9M
|
4.44M
$107M
|