AWM
Activest Wealth Management’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.83K | Buy |
323
+5
| +2% | +$121 | ﹤0.01% | 477 |
|
|
2025
Q1 | $7.74K | Buy |
318
+1
| +0.3% | +$24 | ﹤0.01% | 445 |
|
|
2024
Q4 | $7.47K | Buy |
317
+3
| +1% | +$71 | ﹤0.01% | 345 |
|
|
2024
Q3 | $7.55K | Buy |
314
+3
| +1% | +$72 | ﹤0.01% | 337 |
|
|
2024
Q2 | $7.33K | Buy |
+311
| New | +$7.33K | ﹤0.01% | 319 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 502 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 500 |
|
|
2023
Q1 | – | Sell |
-496
| Closed | -$11.7K | – | 534 |
|
|
2022
Q4 | $11.7K | Buy |
496
+3
| +0.6% | +$71 | ﹤0.01% | 303 |
|
|
2022
Q3 | $12K | Buy |
493
+84
| +21% | +$2.05K | ﹤0.01% | 299 |
|
|
2022
Q2 | $10K | Buy |
+409
| New | +$10K | 0.01% | 203 |
|