Regal Investment Advisors’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-15,708
Closed -$371K 600
2023
Q4
$371K Buy
15,708
+821
+6% +$19.4K 0.03% 376
2023
Q3
$342K Buy
14,887
+338
+2% +$7.75K 0.03% 363
2023
Q2
$345K Buy
14,549
+963
+7% +$22.8K 0.03% 368
2023
Q1
$333K Buy
+13,586
New +$333K 0.03% 361