IWC
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Integrated Wealth Concepts’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Integrated Wealth Concepts’s Portfolio TDTF Stock Details TDTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-16,464
Closed -$385K – 1735
2024
Q2 		$385K Sell
16,464
-94,125
-85% -$2.2M 0.01% 1173
2024
Q1 		$2.62M Buy
110,589
+9,323
+9% +$220K 0.04% 427
2023
Q4 		$2.39M Buy
+101,266
New +$2.39M 0.04% 416