Highline Wealth Partners’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-3,177
Closed -$72.9K 436
2023
Q3
$72.9K Sell
3,177
-123,447
-97% -$2.83M 0.05% 106
2023
Q2
$3M Sell
126,624
-18,698
-13% -$443K 1.89% 16
2023
Q1
$3.56M Sell
145,322
-12,357
-8% -$303K 2.43% 11
2022
Q4
$3.72M Buy
+157,679
New +$3.72M 2.75% 9