Creative Planning’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-326
| Closed | -$8K | – | 3423 |
|
|
2017
Q2 | $8K | Sell |
326
-266
| -45% | -$6.53K | ﹤0.01% | 3727 |
|
|
2017
Q1 | $15K | Buy |
592
+388
| +190% | +$9.83K | ﹤0.01% | 3309 |
|
|
2016
Q4 | $5K | Sell |
204
-355
| -64% | -$8.7K | ﹤0.01% | 3889 |
|
|
2016
Q3 | $14K | Sell |
559
-945
| -63% | -$23.7K | ﹤0.01% | 3240 |
|
|
2016
Q2 | $39K | Buy |
+1,504
| New | +$39K | ﹤0.01% | 2304 |
|