Focus Partners Wealth’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 | $1.15M | Buy |
+47,398
| New | +$1.15M | ﹤0.01% | 1080 |
|
|
2025
Q1 | – | Sell |
-52,751
| Closed | -$1.24M | – | 1985 |
|
|
2024
Q4 | $1.24M | Sell |
52,751
-18,320
| -26% | -$432K | ﹤0.01% | 984 |
|
|
2024
Q3 | $1.71M | Sell |
71,071
-19,327
| -21% | -$465K | 0.01% | 802 |
|
|
2024
Q2 | $2.13M | Sell |
90,398
-13,445
| -13% | -$317K | 0.01% | 639 |
|
|
2024
Q1 | $2.47M | Buy |
103,843
+3,309
| +3% | +$78.6K | 0.02% | 446 |
|
|
2023
Q4 | $2.38M | Buy |
+100,534
| New | +$2.38M | 0.03% | 327 |
|