LMKC
TDTF icon

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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-22,902
Closed -$551K – 261
2025
Q2 		$551K Sell
22,902
-63
-0.3% -$1.5K 0.15% 128
2025
Q1 		$557K Sell
22,965
-53
-0.2% -$1.25K 0.15% 137
2024
Q4 		$535K Buy
23,018
+2,021
+10% +$47.7K 0.14% 134
2024
Q3 		$506K Buy
20,997
+106
+0.5% +$2.52K 0.13% 144
2024
Q2 		$489K Buy
20,891
+620
+3% +$14.5K 0.13% 144
2024
Q1 		$479K Buy
20,271
+7,730
+62% +$182K 0.13% 144
2023
Q4 		$296K Sell
12,541
-158
-1% -$3.65K 0.09% 182
2023
Q3 		$291K Buy
12,699
+200
+2% +$4.67K 0.11% 167
2023
Q2 		$296K Buy
12,499
+670
+6% +$16.1K 0.11% 168
2023
Q1 		$290K Buy
+11,829
New +$284K 0.12% 166

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