Fiducient 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-37,653
| Closed | -$888K | – | 163 |
|
|
2024
Q2 | $888K | Hold |
37,653
| – | – | 0.12% | 69 |
|
|
2024
Q1 | $894K | Buy |
37,653
+3,332
| +10% | +$79.1K | 0.18% | 57 |
|
|
2023
Q4 | $811K | Buy |
34,321
+17,381
| +103% | +$411K | 0.15% | 55 |
|
|
2023
Q3 | $393K | Hold |
16,940
| – | – | 0.02% | 79 |
|
|
2023
Q2 | $399K | Hold |
16,940
| – | – | 0.12% | 39 |
|
|
2023
Q1 | $409K | Hold |
16,940
| – | – | 0.13% | 36 |
|
|
2022
Q4 | $398K | Sell |
16,940
-4,541
| -21% | -$107K | 0.12% | 106 |
|
|
2022
Q3 | $502K | Sell |
21,481
-4,531
| -17% | -$106K | 0.24% | 31 |
|
|
2022
Q2 | $645K | Buy |
26,012
+216
| +0.8% | +$5.36K | 0.24% | 37 |
|
|
2022
Q1 | $668K | Buy |
+25,796
| New | +$668K | 0.25% | 29 |
|