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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-800
Closed -$18.4K – 727
2023
Q3 		$18.4K Hold
800
– – ﹤0.01% 551
2023
Q2 		$18.9K Buy
+800
New +$19.3K ﹤0.01% 565

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