Burt Wealth Advisors’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.07M | Sell |
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2025
Q1 | $3.14M | Sell |
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|
2024
Q4 | $3.23M | Sell |
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|
2024
Q3 | $3.44M | Sell |
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|
2024
Q2 | $3.43M | Sell |
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|
2024
Q1 | $3.5M | Sell |
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|
2023
Q4 | $3.5M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $18K | Hold |
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|
2016
Q1 | $18K | Hold |
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|
2015
Q4 | $17K | Hold |
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|
2015
Q3 | $17K | Hold |
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|
2015
Q2 | $18K | Buy |
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