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 |
|