CAPTRUST Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $243K | Sell |
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|
2022
Q4 | $283K | Sell |
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2022
Q3 | $295K | Sell |
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|
2022
Q2 | $326K | Sell |
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|
2022
Q1 | $365K | Sell |
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|
2021
Q4 | $397K | Sell |
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|
2021
Q3 | $542K | Sell |
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|
2021
Q2 | $937K | Buy |
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|
2021
Q1 | $893K | Buy |
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|
2020
Q4 | $779K | Buy |
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|
2020
Q3 | $636K | Buy |
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|
2020
Q2 | $510K | Buy |
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|
2020
Q1 | $486K | Sell |
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|
2019
Q4 | $695K | Buy |
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