JFS Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-972
| Closed | -$24K | – | 524 |
|
|
2018
Q3 | $24K | Hold |
972
| – | – | 0.01% | 306 |
|
|
2018
Q2 | $24K | Hold |
972
| – | – | 0.01% | 297 |
|
|
2018
Q1 | $24K | Hold |
972
| – | – | 0.01% | 298 |
|
|
2017
Q4 | $24K | Hold |
972
| – | – | 0.01% | 311 |
|
|
2017
Q3 | $24K | Hold |
972
| – | – | 0.01% | 303 |
|
|
2017
Q2 | $24K | Hold |
972
| – | – | 0.01% | 280 |
|
|
2017
Q1 | $24K | Hold |
972
| – | – | 0.01% | 287 |
|
|
2016
Q4 | $24K | Buy |
+972
| New | +$24K | 0.01% | 287 |
|