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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $423K | Hold |
17,452
| – | – | 0.1% | 104 |
|
|
2025
Q1 | $425K | Hold |
17,452
| – | – | 0.1% | 104 |
|
|
2024
Q4 | $412K | Buy |
17,452
+1,324
| +8% | +$31.2K | 0.1% | 106 |
|
|
2024
Q3 | $388K | Hold |
16,128
| – | – | 0.09% | 113 |
|
|
2024
Q2 | $380K | Sell |
16,128
-1,272
| -7% | -$30K | 0.1% | 109 |
|
|
2024
Q1 | $413K | Hold |
17,400
| – | – | 0.1% | 100 |
|
|
2023
Q4 | $411K | Buy |
17,400
+6,566
| +61% | +$155K | 0.11% | 101 |
|
|
2023
Q3 | $251K | Buy |
10,834
+1,724
| +19% | +$40K | 0.07% | 130 |
|
|
2023
Q2 | $214K | Buy |
+9,110
| New | +$214K | 0.06% | 135 |
|