Clearstead Advisors’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 | – | Sell |
-17,929
| Closed | -$437K | – | 2872 |
|
|
2025
Q1 | $437K | Buy |
+17,929
| New | +$437K | 0.01% | 610 |
|
|
2024
Q4 | – | Sell |
-314
| Closed | -$7.55K | – | 2185 |
|
|
2024
Q3 | $7.55K | Hold |
314
| – | – | ﹤0.01% | 1635 |
|
|
2024
Q2 | $7.41K | Buy |
+314
| New | +$7.41K | ﹤0.01% | 1604 |
|
|
2021
Q1 | – | Sell |
-1,057
| Closed | -$28K | – | 1176 |
|
|
2020
Q4 | $28K | Hold |
1,057
| – | – | ﹤0.01% | 583 |
|
|
2020
Q3 | $27K | Buy |
+1,057
| New | +$27K | ﹤0.01% | 554 |
|