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Capstone Financial Advisors’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Capstone Financial Advisors’s Portfolio TDTT Stock Details TDTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-15,555
Closed -$379K – 92
2018
Q1 		$379K Buy
+15,555
New +$378K 0.13% 40

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CB
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HFA
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RJFSA
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CWM
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HCM
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Capstone Financial Advisors's TDTT Position: Q2 2018 in Review

Capstone Financial Advisors sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q2 2018, closing a stake of 15,555 shares — an estimated $379K sold.

Capstone Financial Advisors first reported a position in TDTT in Q1 2018 and held it in 1 quarter. The position peaked at $379K in Q1 2018. 58 funds tracked by Wall St. Rank hold TDTT as of Q2 2018.

  • Capstone Financial Advisors reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q2 2018 after selling out during the quarter.
  • Capstone Financial Advisors sold 15,555 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q2 2018, an estimated $379K.
  • Capstone Financial Advisors first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q1 2018 and held it in 1 quarter.
  • Capstone Financial Advisors's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $379K in Q1 2018.
  • 58 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q2 2018.

Based on Capstone Financial Advisors's 13F filing for Q2 2018, filed 15 Aug 2018.