Cherry Tree Wealth Management’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
2025
Q2
$423K Hold
2025
Q1
$425K Hold
2024
Q4
$412K Buy
2024
Q3
$388K Hold
2024
Q2
$380K Sell
2024
Q1
$413K Hold
2023
Q4
$411K Buy
2023
Q3
$251K Buy
2023
Q2
$214K Buy