MAWCM
Mine & Arao Wealth Creation & Management’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-202
| Closed | -$4.78K | – | 322 |
|
2024
Q1 | $4.78K | Hold |
202
| – | – | ﹤0.01% | 247 |
|
2023
Q4 | $4.77K | Hold |
202
| – | – | ﹤0.01% | 256 |
|
2023
Q3 | $4.63K | Hold |
202
| – | – | ﹤0.01% | 254 |
|
2023
Q2 | $4.78K | Hold |
202
| – | – | ﹤0.01% | 265 |
|
2023
Q1 | $4.95K | Hold |
202
| – | – | ﹤0.01% | 263 |
|
2022
Q4 | $4.77K | Hold |
202
| – | – | ﹤0.01% | 264 |
|
2022
Q3 | $5K | Hold |
202
| – | – | ﹤0.01% | 280 |
|
2022
Q2 | $5K | Hold |
202
| – | – | ﹤0.01% | 274 |
|
2022
Q1 | $5K | Hold |
202
| – | – | ﹤0.01% | 275 |
|
2021
Q4 | $6K | Hold |
202
| – | – | ﹤0.01% | 269 |
|
2021
Q3 | $6K | Hold |
202
| – | – | ﹤0.01% | 248 |
|
2021
Q2 | $6K | Hold |
202
| – | – | ﹤0.01% | 242 |
|
2021
Q1 | $6K | Hold |
202
| – | – | ﹤0.01% | 233 |
|
2020
Q4 | $6K | Hold |
202
| – | – | ﹤0.01% | 233 |
|
2020
Q3 | $6K | Hold |
202
| – | – | ﹤0.01% | 221 |
|
2020
Q2 | $5K | Hold |
202
| – | – | ﹤0.01% | 208 |
|
2020
Q1 | $5K | Hold |
202
| – | – | 0.01% | 205 |
|
2019
Q4 | $5K | Buy |
+202
| New | +$5K | ﹤0.01% | 215 |
|