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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Sell |
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2025
Q1 | $222K | Buy |
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|
2024
Q4 | $214K | Sell |
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|
2024
Q3 | $307K | Sell |
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|
2024
Q2 | $323K | Sell |
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|
2024
Q1 | $342K | Sell |
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|
2023
Q4 | $430K | Sell |
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|
2023
Q3 | $505K | Sell |
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|
2023
Q2 | $639K | Sell |
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|
2023
Q1 | $688K | Buy |
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|
2022
Q4 | $663K | Sell |
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|
2022
Q3 | $705K | Sell |
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|
2022
Q2 | $800K | Buy |
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|
2022
Q1 | $616K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $90K | Buy |
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