Forza Wealth Management’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 | $242K | Sell |
10,000
-4,000
| -29% | -$97K | 0.1% | 175 |
|
|
2025
Q1 | $341K | Hold |
14,000
| – | – | 0.15% | 141 |
|
|
2024
Q4 | $330K | Hold |
14,000
| – | – | 0.15% | 145 |
|
|
2024
Q3 | $337K | Hold |
14,000
| – | – | 0.15% | 143 |
|
|
2024
Q2 | $330K | Hold |
14,000
| – | – | 0.17% | 138 |
|
|
2024
Q1 | $333K | Hold |
14,000
| – | – | 0.17% | 137 |
|
|
2023
Q4 | $331K | Hold |
14,000
| – | – | 0.18% | 134 |
|
|
2023
Q3 | $325K | Hold |
14,000
| – | – | 0.17% | 146 |
|
|
2023
Q2 | $329K | Hold |
14,000
| – | – | 0.17% | 148 |
|
|
2023
Q1 | $338K | Hold |
14,000
| – | – | 0.17% | 143 |
|
|
2022
Q4 | $329K | Buy |
+14,000
| New | +$329K | 0.22% | 112 |
|