AE Wealth Management’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46K | Sell |
1,910
-12
| -0.6% | -$289 | ﹤0.01% | 1620 |
|
|
2025
Q1 | $46.6K | Sell |
1,922
-461
| -19% | -$11.2K | ﹤0.01% | 1599 |
|
|
2024
Q4 | $55.4K | Buy |
+2,383
| New | +$55.4K | ﹤0.01% | 1542 |
|
|
2022
Q3 | – | Sell |
-9,172
| Closed | -$231K | – | 1868 |
|
|
2022
Q2 | $231K | Buy |
9,172
+1,086
| +13% | +$27.4K | ﹤0.01% | 1537 |
|
|
2022
Q1 | $219K | Sell |
8,086
-6,822
| -46% | -$185K | ﹤0.01% | 1550 |
|
|
2021
Q4 | $418K | Buy |
14,908
+6,704
| +82% | +$188K | ﹤0.01% | 1330 |
|
|
2021
Q3 | $229K | Buy |
+8,204
| New | +$229K | ﹤0.01% | 1475 |
|