L.M. Kohn & Company’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

L.M. Kohn & Company’s Portfolio TDTF Stock Details TDTF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$551K	Sell
2025 Q1	$557K	Sell
2024 Q4	$535K	Buy
2024 Q3	$506K	Buy
2024 Q2	$489K	Buy
2024 Q1	$479K	Buy
2023 Q4	$296K	Sell
2023 Q3	$291K	Buy
2023 Q2	$296K	Buy
2023 Q1	$290K	Buy