IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-381
| Closed | -$9K | – | 3238 |
|
|
2023
Q4 | $9K | Hold |
381
| – | – | ﹤0.01% | 2225 |
|
|
2023
Q3 | $8.84K | Hold |
381
| – | – | ﹤0.01% | 2301 |
|
|
2023
Q2 | $8.97K | Sell |
381
-1,172
| -75% | -$27.6K | ﹤0.01% | 2337 |
|
|
2023
Q1 | $37.6K | Sell |
1,553
-1,544
| -50% | -$37.3K | ﹤0.01% | 1716 |
|
|
2022
Q4 | $76K | Sell |
3,097
-4,000
| -56% | -$98.2K | ﹤0.01% | 1942 |
|
|
2022
Q3 | $173K | Hold |
7,097
| – | – | ﹤0.01% | 1498 |
|
|
2022
Q2 | $173K | Hold |
7,097
| – | – | 0.01% | 1357 |
|
|
2022
Q1 | $173K | Sell |
7,097
-5,658
| -44% | -$138K | 0.01% | 1357 |
|
|
2021
Q4 | $336K | Buy |
12,755
+5,649
| +79% | +$149K | 0.01% | 728 |
|
|
2021
Q3 | $187K | Buy |
+7,106
| New | +$187K | ﹤0.01% | 952 |
|
|
2021
Q2 | – | Sell |
-19
| Closed | -$1K | – | 4268 |
|
|
2021
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 2844 |
|
|
2020
Q4 | $0 | Hold |
19
| – | – | ﹤0.01% | 3966 |
|
|
2020
Q3 | $0 | Hold |
19
| – | – | ﹤0.01% | 3824 |
|
|
2020
Q2 | $0 | Hold |
19
| – | – | ﹤0.01% | 3648 |
|
|
2020
Q1 | $0 | Buy |
+19
| New | – | ﹤0.01% | 3575 |
|
|
2017
Q2 | – | Sell |
-833
| Closed | -$21K | – | 4169 |
|
|
2017
Q1 | $21K | Buy |
+833
| New | +$21K | ﹤0.01% | 2459 |
|