High Net Worth Advisory Group’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,000
Closed -$47K 540
2022
Q4
$47K Hold
2,000
0.02% 338
2022
Q3
$47K Hold
2,000
0.02% 341
2022
Q2
$50K Hold
2,000
0.02% 324
2022
Q1
$52K Hold
2,000
0.02% 335
2021
Q4
$53K Buy
+2,000
New +$53K 0.02% 344