Legacy Financial Group (Iowa)’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,576
| Closed | -$36.5K | – | 460 |
|
|
2023
Q3 | $36.5K | Buy |
+1,576
| New | +$36.5K | 0.01% | 208 |
|
|
2022
Q4 | – | Sell |
-10,061
| Closed | -$235K | – | 49 |
|
|
2022
Q3 | $235K | Sell |
10,061
-73,201
| -88% | -$1.71M | 0.08% | 37 |
|
|
2022
Q2 | $2.07M | Sell |
83,262
-6,252
| -7% | -$155K | 0.65% | 20 |
|
|
2022
Q1 | $2.32M | Buy |
89,514
+75,747
| +550% | +$1.96M | 0.68% | 23 |
|
|
2021
Q4 | $361K | Sell |
13,767
-46,872
| -77% | -$1.23M | 0.16% | 31 |
|
|
2021
Q3 | $1.6M | Sell |
60,639
-1,062
| -2% | -$27.9K | 0.48% | 30 |
|
|
2021
Q2 | $1.63M | Sell |
61,701
-210
| -0.3% | -$5.56K | 0.49% | 30 |
|
|
2021
Q1 | $1.63M | Sell |
61,911
-114
| -0.2% | -$3.01K | 0.57% | 33 |
|
|
2020
Q4 | $1.62M | Buy |
+62,025
| New | +$1.62M | 0.62% | 34 |
|