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Dogwood Wealth Management’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Dogwood Wealth Management’s Portfolio TDTF Stock Details TDTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-131
Closed -$3.1K – 626
2023
Q4 		$3.1K Buy
+131
New +$3.02K ﹤0.01% 188

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Dogwood Wealth Management's TDTF Position: Q1 2024 in Review

Dogwood Wealth Management sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q1 2024, closing a stake of 131 shares — an estimated $3.1K sold.

Dogwood Wealth Management first reported a position in TDTF in Q4 2023 and held it in 1 quarter. The position peaked at $3.1K in Q4 2023. 63 funds tracked by Wall St. Rank hold TDTF as of Q1 2024.

  • Dogwood Wealth Management reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q1 2024 after selling out during the quarter.
  • Dogwood Wealth Management sold 131 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q1 2024, an estimated $3.1K.
  • Dogwood Wealth Management first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q4 2023 and held it in 1 quarter.
  • Dogwood Wealth Management's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $3.1K in Q4 2023.
  • 63 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q1 2024.

Based on Dogwood Wealth Management's 13F filing for Q1 2024, filed 28 Feb 2025.