Lake Street Private Wealth’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 | $3.98M | Buy |
164,204
+9,335
| +6% | +$226K | 0.57% | 57 |
|
|
2025
Q1 | $3.78M | Buy |
154,869
+8,254
| +6% | +$201K | 0.61% | 54 |
|
|
2024
Q4 | $3.46M | Buy |
146,615
+6,702
| +5% | +$158K | 0.55% | 54 |
|
|
2024
Q3 | $3.36M | Buy |
139,913
+13,281
| +10% | +$319K | 0.54% | 54 |
|
|
2024
Q2 | $2.99M | Buy |
126,632
+6,542
| +5% | +$154K | 0.39% | 69 |
|
|
2024
Q1 | $2.85M | Buy |
120,090
+12,226
| +11% | +$290K | 0.39% | 70 |
|
|
2023
Q4 | $2.55M | Sell |
107,864
-3,503
| -3% | -$82.7K | 0.4% | 69 |
|
|
2023
Q3 | $2.58M | Sell |
111,367
-2,688
| -2% | -$62.4K | 0.46% | 62 |
|
|
2023
Q2 | $2.68M | Buy |
114,055
+8,359
| +8% | +$197K | 0.47% | 64 |
|
|
2023
Q1 | $2.55M | Buy |
+105,696
| New | +$2.55M | 0.48% | 61 |
|