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

Caldwell Trust’s Portfolio TDTF Stock Details TDTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-800
2023 Q3	$18.4K	Hold	800
2023 Q2	$18.9K	Buy	+800