KFS
Kaizen Financial Strategies’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-70,043
| Closed | -$1.68M | – | 121 |
|
|
2022
Q4 | $1.68M | Sell |
70,043
-31,834
| -31% | -$764K | 1.66% | 17 |
|
|
2022
Q3 | $2.38M | Sell |
101,877
-7,584
| -7% | -$177K | 2.42% | 8 |
|
|
2022
Q2 | $2.76M | Buy |
109,461
+12,887
| +13% | +$325K | 2.72% | 6 |
|
|
2022
Q1 | $2.62M | Buy |
96,574
+3,817
| +4% | +$103K | 2.05% | 11 |
|
|
2021
Q4 | $2.6M | Buy |
92,757
+8,421
| +10% | +$236K | 1.95% | 12 |
|
|
2021
Q3 | $2.36M | Buy |
+84,336
| New | +$2.36M | 1.9% | 11 |
|
|
2021
Q1 | $1.49M | Buy |
+53,750
| New | +$1.49M | 1.42% | 18 |
|