Plante Moran Financial Advisors’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,339
| Closed | -$61K | – | 1068 |
|
|
2022
Q1 | $61K | Buy |
2,339
+1,914
| +450% | +$49.9K | 0.01% | 303 |
|
|
2021
Q4 | $11K | Buy |
+425
| New | +$11K | ﹤0.01% | 681 |
|
|
2021
Q3 | – | Sell |
-694
| Closed | -$18K | – | 1018 |
|
|
2021
Q2 | $18K | Buy |
+694
| New | +$18K | ﹤0.01% | 581 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 1017 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 932 |
|
|
2016
Q1 | – | Sell |
-5,145
| Closed | -$124K | – | 1023 |
|
|
2015
Q4 | $124K | Hold |
5,145
| – | – | 0.09% | 157 |
|
|
2015
Q3 | $125K | Buy |
+5,145
| New | +$125K | 0.1% | 153 |
|