Naples Global Advisors’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $391K | Hold |
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|
2022
Q3 | $388K | Sell |
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|
2022
Q2 | $561K | Hold |
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|
2022
Q1 | $586K | Hold |
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|
2021
Q4 | $595K | Hold |
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|
2021
Q3 | $595K | Hold |
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|
2021
Q2 | $599K | Hold |
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|
2021
Q1 | $596K | Hold |
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|
2020
Q4 | $590K | Hold |
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|
2020
Q3 | $584K | Sell |
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|
2020
Q2 | $573K | Buy |
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|
2020
Q1 | $556K | Hold |
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|
2019
Q4 | $559K | Hold |
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|
2019
Q3 | $556K | Hold |
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|
2019
Q2 | $558K | Hold |
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|
2019
Q1 | $550K | Sell |
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|
2018
Q4 | $1.94M | Sell |
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|
2018
Q3 | $2.07M | Sell |
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|
2018
Q2 | $2.44M | Buy |
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|
2018
Q1 | $2.23M | Sell |
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|
2017
Q4 | $2.49M | Buy |
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