Pinnacle Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $241K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $241K | Sell |
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|
2023
Q3 | $330K | Sell |
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|
2023
Q2 | $467K | Sell |
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|
2023
Q1 | $546K | Sell |
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|
2022
Q4 | $10.7M | Sell |
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|
2022
Q3 | $19.2M | Sell |
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|
2022
Q2 | $22.7M | Sell |
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|
2022
Q1 | $25.3M | Buy |
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|
2021
Q4 | $24.6M | Buy |
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|
2021
Q3 | $17.7M | Buy |
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|
2021
Q2 | $15M | Buy |
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|
2021
Q1 | $13.3M | Buy |
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|
2020
Q4 | $10.8M | Buy |
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|
2020
Q3 | $7.35M | Sell |
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|
2020
Q2 | $7.24M | Buy |
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|
2020
Q1 | $5.85M | Buy |
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|
2019
Q4 | $5.83M | Sell |
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|
2019
Q3 | $6.03M | Sell |
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|
2019
Q2 | $6.32M | Sell |
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|
2019
Q1 | $6.28M | Sell |
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|
2018
Q4 | $6.34M | Sell |
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|
2018
Q3 | $6.74M | Buy |
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|
2018
Q2 | $6.66M | Buy |
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|
2018
Q1 | $6.31M | Buy |
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|
2017
Q4 | $6.21M | Sell |
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|
2017
Q3 | $7.92M | Sell |
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|
2017
Q2 | $7.93M | Buy |
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