Key Financial Inc’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.7K	Hold	481	–	–	﹤0.01%	852
2025 Q4	$11.6K	Hold	481	–	–	﹤0.01%	851
2025 Q3	$11.7K	Hold	481	–	–	﹤0.01%	847
2025 Q2	$11.7K	Hold	481	–	–	﹤0.01%	814
2025 Q1	$11.7K	Hold	481	–	–	﹤0.01%	784
2024 Q4	$11.3K	Hold	481	–	–	﹤0.01%	793
2024 Q3	$11.6K	Hold	481	–	–	﹤0.01%	754
2024 Q2	$11.3K	Hold	481	–	–	﹤0.01%	743
2024 Q1	$11.4K	Hold	481	–	–	﹤0.01%	721
2023 Q4	$11.4K	Sell	481 -549	-53%	-$12.8K	﹤0.01%	706
2023 Q3	$23.9K	Hold	1,030	–	–	0.01%	533
2023 Q2	$24.2K	Hold	1,030	–	–	0.01%	538
2023 Q1	$24.9K	Hold	1,030	–	–	0.01%	501
2022 Q4	$24.1K	Hold	1,030	–	–	0.01%	463
2022 Q3	$24K	Buy	1,030 +687	+200%	+$16.9K	0.01%	470
2022 Q2	$9K	Hold	343	–	–	﹤0.01%	664
2022 Q1	$9K	Hold	343	–	–	﹤0.01%	672
2021 Q4	$9K	Buy	+343	New	+$9.04K	﹤0.01%	616