Gerber Kawasaki Wealth & Investment 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 | $207K | Sell |
8,544
-551
| -6% | -$13.4K | 0.01% | 298 |
|
|
2025
Q1 | $222K | Buy |
9,095
+4
| +0% | +$98 | 0.01% | 277 |
|
|
2024
Q4 | $214K | Sell |
9,091
-3,686
| -29% | -$87K | 0.01% | 268 |
|
|
2024
Q3 | $307K | Sell |
12,777
-936
| -7% | -$22.5K | 0.01% | 229 |
|
|
2024
Q2 | $323K | Sell |
13,713
-671
| -5% | -$15.8K | 0.02% | 215 |
|
|
2024
Q1 | $342K | Sell |
14,384
-3,800
| -21% | -$90.3K | 0.02% | 209 |
|
|
2023
Q4 | $430K | Sell |
18,184
-3,591
| -16% | -$84.8K | 0.03% | 174 |
|
|
2023
Q3 | $505K | Sell |
21,775
-5,400
| -20% | -$125K | 0.03% | 156 |
|
|
2023
Q2 | $639K | Sell |
27,175
-1,300
| -5% | -$30.6K | 0.04% | 146 |
|
|
2023
Q1 | $688K | Buy |
28,475
+300
| +1% | +$7.25K | 0.05% | 147 |
|
|
2022
Q4 | $663K | Sell |
28,175
-2,000
| -7% | -$47K | 0.06% | 149 |
|
|
2022
Q3 | $705K | Sell |
30,175
-2,100
| -7% | -$49.1K | 0.07% | 133 |
|
|
2022
Q2 | $800K | Buy |
32,275
+8,500
| +36% | +$211K | 0.08% | 129 |
|
|
2022
Q1 | $616K | Buy |
+23,775
| New | +$616K | 0.05% | 145 |
|
|
2021
Q4 | – | Sell |
-3,448
| Closed | -$90K | – | 998 |
|
|
2021
Q3 | $90K | Buy |
+3,448
| New | +$90K | 0.01% | 250 |
|