LFAS
Level Four Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-196,933
| Closed | -$4.89M | – | 581 |
|
|
2022
Q2 | $4.89M | Buy |
196,933
+8,799
| +5% | +$218K | 0.46% | 47 |
|
|
2022
Q1 | $4.88M | Sell |
188,134
-11,312
| -6% | -$293K | 0.38% | 63 |
|
|
2021
Q4 | $5.25M | Buy |
199,446
+25,862
| +15% | +$680K | 0.4% | 58 |
|
|
2021
Q3 | $4.57M | Buy |
+173,584
| New | +$4.57M | 0.47% | 50 |
|