Cerity Partners’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $943K | Sell |
38,907
-3,476
| -8% | -$84.3K | ﹤0.01% | 1540 |
|
|
2025
Q1 | $1.03M | Sell |
42,383
-13,093
| -24% | -$319K | ﹤0.01% | 1407 |
|
|
2024
Q4 | $1.31M | Sell |
55,476
-17,099
| -24% | -$403K | ﹤0.01% | 1294 |
|
|
2024
Q3 | $1.75M | Buy |
72,575
+13,082
| +22% | +$315K | ﹤0.01% | 1150 |
|
|
2024
Q2 | $1.4M | Sell |
59,493
-757
| -1% | -$17.9K | ﹤0.01% | 1076 |
|
|
2024
Q1 | $1.43M | Buy |
60,250
+4,253
| +8% | +$101K | ﹤0.01% | 1119 |
|
|
2023
Q4 | $1.32M | Sell |
55,997
-544,575
| -91% | -$12.9M | ﹤0.01% | 892 |
|
|
2023
Q3 | $13.9M | Buy |
600,572
+588,251
| +4,774% | +$13.6M | 0.07% | 242 |
|
|
2023
Q2 | $290K | Buy |
12,321
+223
| +2% | +$5.25K | ﹤0.01% | 1405 |
|
|
2023
Q1 | $292K | Sell |
12,098
-1,696
| -12% | -$41K | ﹤0.01% | 1539 |
|
|
2022
Q4 | $324K | Buy |
+13,794
| New | +$324K | ﹤0.01% | 1115 |
|