Pinnacle Wealth Management Advisory Group’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
Q4 | – | Sell |
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|
2023
Q3 | $211K | Sell |
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|
2023
Q2 | $347K | Sell |
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|
2023
Q1 | $420K | Sell |
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|
2022
Q4 | $5.42M | Sell |
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|
2022
Q3 | $8.89M | Sell |
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|
2022
Q2 | $11.3M | Sell |
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|
2022
Q1 | $13M | Buy |
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|
2021
Q4 | $12.4M | Buy |
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|
2021
Q3 | $6.79M | Buy |
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|
2021
Q2 | $5.79M | Buy |
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|
2021
Q1 | $4.41M | Buy |
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|
2020
Q4 | $3.35M | Buy |
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|
2020
Q3 | $2.24M | Buy |
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|
2020
Q2 | $2.14M | Buy |
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|
2020
Q1 | $799K | Sell |
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|
2019
Q4 | $848K | Hold |
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|
2019
Q3 | $844K | Sell |
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|
2019
Q2 | $951K | Buy |
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|
2019
Q1 | $898K | Sell |
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|
2018
Q4 | $935K | Sell |
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|
2018
Q3 | $1.09M | Buy |
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|
2018
Q2 | $1.04M | Buy |
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|
2018
Q1 | $862K | Buy |
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|
2017
Q4 | $824K | Sell |
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|
2017
Q3 | $2.13M | Sell |
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|
2017
Q2 | $2.15M | Buy |
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