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Leavell Investment Management’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Leavell Investment Management’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
2023
Q3 		– Sell
-8,745
Closed -$207K – 464
2023
Q2 		$207K Buy
+8,745
New +$211K 0.01% 449

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Leavell Investment Management's TDTF Position: Q3 2023 in Review

Leavell Investment Management sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q3 2023, closing a stake of 8,745 shares — an estimated $207K sold.

Leavell Investment Management first reported a position in TDTF in Q2 2023 and held it in 1 quarter. The position peaked at $207K in Q2 2023. 66 funds tracked by Wall St. Rank hold TDTF as of Q3 2023.

  • Leavell Investment Management reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q3 2023 after selling out during the quarter.
  • Leavell Investment Management sold 8,745 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q3 2023, an estimated $207K.
  • Leavell Investment Management first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q2 2023 and held it in 1 quarter.
  • Leavell Investment Management's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $207K in Q2 2023.
  • 66 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q3 2023.

Based on Leavell Investment Management's 13F filing for Q3 2023, filed 16 Oct 2023.