Bedel Financial Consulting’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-646
| Closed | -$18K | – | 812 |
|
|
2022
Q1 | $18K | Buy |
646
+1
| +0.2% | +$28 | 0.01% | 563 |
|
|
2021
Q4 | $18K | Buy |
645
+3
| +0.5% | +$84 | 0.01% | 588 |
|
|
2021
Q3 | $18K | Buy |
642
+232
| +57% | +$6.51K | 0.01% | 573 |
|
|
2021
Q2 | $11K | Hold |
410
| – | – | ﹤0.01% | 660 |
|
|
2021
Q1 | $11K | Hold |
410
| – | – | ﹤0.01% | 630 |
|
|
2020
Q4 | $11K | Buy |
410
+109
| +36% | +$2.92K | ﹤0.01% | 542 |
|
|
2020
Q3 | $8K | Hold |
301
| – | – | ﹤0.01% | 551 |
|
|
2020
Q2 | $8K | Hold |
301
| – | – | ﹤0.01% | 527 |
|
|
2020
Q1 | $8K | Hold |
301
| – | – | 0.01% | 514 |
|
|
2019
Q4 | $8K | Hold |
301
| – | – | ﹤0.01% | 542 |
|
|
2019
Q3 | $8K | Hold |
301
| – | – | ﹤0.01% | 519 |
|
|
2019
Q2 | $8K | Hold |
301
| – | – | ﹤0.01% | 522 |
|
|
2019
Q1 | $7K | Hold |
301
| – | – | ﹤0.01% | 537 |
|
|
2018
Q4 | $7K | Hold |
301
| – | – | 0.01% | 513 |
|
|
2018
Q3 | $7K | Sell |
301
-1,003
| -77% | -$23.3K | ﹤0.01% | 527 |
|
|
2018
Q2 | $32K | Buy |
+1,304
| New | +$32K | 0.02% | 317 |
|