CLA (CliftonLarsonAllen) Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
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2018
Q3 | $349K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $6.8M | Sell |
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|
2014
Q4 | $6.93M | Sell |
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|
2014
Q3 | $7.58M | Sell |
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2014
Q2 | $8.18M | Sell |
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|
2014
Q1 | $8.15M | Sell |
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|
2013
Q4 | $8.28M | Sell |
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|
2013
Q3 | $8.54M | Buy |
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|
2013
Q2 | $2.36M | Buy |
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