Boltwood Capital Management’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $16.6M | Buy |
683,782
+40,448
| +6% | +$980K | 4.71% | 2 |
|
2025
Q1 | $15.7M | Buy |
643,334
+77,705
| +14% | +$1.89M | 4.77% | 2 |
|
2024
Q4 | $13.3M | Buy |
565,629
+27,613
| +5% | +$651K | 4.07% | 2 |
|
2024
Q3 | $12.9M | Buy |
538,016
+37,159
| +7% | +$894K | 3.83% | 3 |
|
2024
Q2 | $11.8M | Buy |
500,857
+102,112
| +26% | +$2.41M | 3.69% | 4 |
|
2024
Q1 | $9.47M | Buy |
398,745
+111,264
| +39% | +$2.64M | 2.93% | 6 |
|
2023
Q4 | $6.79M | Buy |
287,481
+235,741
| +456% | +$5.57M | 2.25% | 8 |
|
2023
Q3 | $1.2M | Sell |
51,740
-21,250
| -29% | -$493K | 0.44% | 58 |
|
2023
Q2 | $1.72M | Sell |
72,990
-23,525
| -24% | -$554K | 0.62% | 46 |
|
2023
Q1 | $2.33M | Sell |
96,515
-2,570
| -3% | -$62.1K | 0.87% | 33 |
|
2022
Q4 | $2.33M | Sell |
99,085
-5,935
| -6% | -$140K | 0.95% | 30 |
|
2022
Q3 | $2.46M | Sell |
105,020
-1,775
| -2% | -$41.5K | 1.12% | 22 |
|
2022
Q2 | $2.65M | Buy |
+106,795
| New | +$2.65M | 1.15% | 23 |
|