Highline Wealth Partners’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,411
| Closed | -$269K | – | 1053 |
|
|
2024
Q4 | $269K | Hold |
11,411
| – | – | 0.09% | 87 |
|
|
2024
Q3 | $274K | Sell |
11,411
-1,798
| -14% | -$43.2K | 0.09% | 90 |
|
|
2024
Q2 | $312K | Sell |
13,209
-2,302
| -15% | -$54.3K | 0.12% | 87 |
|
|
2024
Q1 | $368K | Sell |
15,511
-1,583
| -9% | -$37.6K | 0.15% | 83 |
|
|
2023
Q4 | $404K | Sell |
17,094
-8,189
| -32% | -$193K | 0.2% | 81 |
|
|
2023
Q3 | $586K | Sell |
25,283
-132,073
| -84% | -$3.06M | 0.36% | 61 |
|
|
2023
Q2 | $3.7M | Sell |
157,356
-10,264
| -6% | -$242K | 2.33% | 9 |
|
|
2023
Q1 | $4.05M | Buy |
167,620
+6,868
| +4% | +$166K | 2.77% | 9 |
|
|
2022
Q4 | $3.78M | Sell |
160,752
-158,118
| -50% | -$3.72M | 2.79% | 8 |
|
|
2022
Q3 | $7.46M | Buy |
+318,870
| New | +$7.46M | 6.06% | 3 |
|