Bedel Financial Consulting’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,486
| Closed | -$39K | – | 813 |
|
|
2022
Q1 | $39K | Hold |
1,486
| – | – | 0.01% | 434 |
|
|
2021
Q4 | $39K | Hold |
1,486
| – | – | 0.01% | 444 |
|
|
2021
Q3 | $39K | Hold |
1,486
| – | – | 0.01% | 418 |
|
|
2021
Q2 | $39K | Hold |
1,486
| – | – | 0.01% | 419 |
|
|
2021
Q1 | $39K | Hold |
1,486
| – | – | 0.02% | 400 |
|
|
2020
Q4 | $39K | Hold |
1,486
| – | – | 0.02% | 348 |
|
|
2020
Q3 | $38K | Hold |
1,486
| – | – | 0.02% | 340 |
|
|
2020
Q2 | $38K | Hold |
1,486
| – | – | 0.02% | 312 |
|
|
2020
Q1 | $37K | Hold |
1,486
| – | – | 0.02% | 300 |
|
|
2019
Q4 | $37K | Buy |
1,486
+702
| +90% | +$17.5K | 0.02% | 328 |
|
|
2019
Q3 | $19K | Buy |
+784
| New | +$19K | 0.01% | 403 |
|