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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
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% | -$13K | ﹤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% | +$16K | 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 | +$9K | ﹤0.01% | 616 |
|