Herold Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.03M | Sell |
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|
2024
Q2 | $1.03M | Hold |
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|
2024
Q1 | $1.04M | Sell |
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|
2023
Q4 | $1.26M | Buy |
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|
2023
Q3 | $1.23M | Buy |
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|
2023
Q2 | $1.13M | Buy |
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|
2023
Q1 | $506K | Buy |
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|
2022
Q4 | $478K | Buy |
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|
2022
Q3 | $325K | Buy |
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|
2022
Q2 | $331K | Buy |
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|
2022
Q1 | $105K | Buy |
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