Archvest Wealth Advisors’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $239K | Sell |
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|
2024
Q1 | $786K | Sell |
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|
2023
Q4 | $965K | Sell |
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|
2023
Q3 | $4.64M | Sell |
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|
2023
Q2 | $6.62M | Sell |
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|
2023
Q1 | $7.25M | Buy |
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|
2022
Q4 | $6.97M | Sell |
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|
2022
Q3 | $7.04M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $7.53M | Buy |
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|
2021
Q4 | $7.21M | Buy |
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