Cornerstone Planning Group’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
Q1
Sell
-211
Closed -$5.03K 1679
2024
Q4
$5.03K Buy
211
+1
+0.5% +$24 ﹤0.01% 577
2024
Q3
$4.98K Buy
210
+1
+0.5% +$24 ﹤0.01% 570
2024
Q2
$4.97K Buy
+209
New +$4.97K ﹤0.01% 578