LPWM
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Lake Point Wealth Management’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Lake Point Wealth Management’s Portfolio TDTF Stock Details TDTF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$13.5M Sell
537,111
-13,527
-2% -$341K 7.7% 5
2022
Q1 		$14.9M Buy
550,638
+321,508
+140% +$8.72M 6.91% 4
2021
Q4 		$6.43M Buy
+229,130
New +$6.43M 2.81% 9