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AWM Capital’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

AWM Capital’s Portfolio TDTF Stock Details TDTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-17,963
Closed -$412K – 84
2023
Q3 		$412K Buy
+17,963
New +$420K 0.08% 59

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AWM Capital's TDTF Position: Q4 2023 in Review

AWM Capital sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q4 2023, closing a stake of 17,963 shares — an estimated $412K sold.

AWM Capital first reported a position in TDTF in Q3 2023 and held it in 1 quarter. The position peaked at $412K in Q3 2023. 72 funds tracked by Wall St. Rank hold TDTF as of Q4 2023.

  • AWM Capital reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q4 2023 after selling out during the quarter.
  • AWM Capital sold 17,963 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q4 2023, an estimated $412K.
  • AWM Capital first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q3 2023 and held it in 1 quarter.
  • AWM Capital's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $412K in Q3 2023.
  • 72 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q4 2023.

Based on AWM Capital's 13F filing for Q4 2023, filed 9 Feb 2024.