CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

CAPTRUST Financial Advisors’s Portfolio TDTF Stock Details TDTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-32,376
Closed -$767K – 2649
2023
Q2 		$767K Buy
32,376
+1,285
+4% +$30.4K ﹤0.01% 1370
2023
Q1 		$761K Buy
+31,091
New +$761K ﹤0.01% 1176