OneAscent Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $236K | Sell |
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|
2024
Q4 | $246K | Sell |
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|
2024
Q3 | $330K | Hold |
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|
2024
Q2 | $324K | Sell |
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|
2024
Q1 | $330K | Sell |
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|
2023
Q4 | $342K | Sell |
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|
2023
Q3 | $346K | Sell |
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|
2023
Q2 | $367K | Hold |
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|
2023
Q1 | $377K | Sell |
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|
2022
Q4 | $372K | Buy |
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