Mosley Wealth Management TDTF β€” FLEXSHARES IBOXX 5 YEAR TARGET DURATION TIPS INDEX FUND

Ownership history in Mosley Wealth Management  Β·  1 quarter on record

AI Ownership Summary

Mosley Wealth Management reported FLEXSHARES IBOXX 5 YEAR TARGET DURATION TIPS INDEX FUND (TDTF) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. The latest visible filing shows TDTF at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TDTF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mosley Wealth Management's position in FLEXSHARES IBOXX 5 YEAR TARGET DURATION TIPS INDEX FUND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TDTF was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Mosley Wealth Management held TDTF β€” position size vs. price
% of Fund (quarterly)    TDTF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 355 β€” β€” 0.00% $9K 2026-04-27 $24.39

FAQ About Mosley Wealth Management and TDTF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Mosley Wealth Management reported owning TDTF?

Mosley Wealth Management reported TDTF across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported TDTF position in Mosley Wealth Management's portfolio?

The largest reported portfolio weight for TDTF was 0.00% in 2026 Q1.

What is the latest reported TDTF position on this page?

The most recent filing on this page is 2026 Q1, when Mosley Wealth Management reported 355 shares, equal to 0.00% of portfolio, with an estimated market value of $9K.

What does the chart on this TDTF ownership page compare?

The chart compares Mosley Wealth Management's quarterly TDTF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Mosley Wealth Management Holdings