Sequoia 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,100
| Closed | -$246K | – | 1600 |
|
|
2025
Q1 | $246K | Buy |
+10,100
| New | +$246K | ﹤0.01% | 1156 |
|
|
2018
Q1 | – | Sell |
-9,630
| Closed | -$234K | – | 326 |
|
|
2017
Q4 | $234K | Hold |
9,630
| – | – | 0.02% | 258 |
|
|
2017
Q3 | $237K | Sell |
9,630
-4,901
| -34% | -$121K | 0.03% | 242 |
|
|
2017
Q2 | $357K | Buy |
+14,531
| New | +$357K | 0.04% | 183 |
|
|
2016
Q3 | – | Sell |
-9,402
| Closed | -$234K | – | 276 |
|
|
2016
Q2 | $234K | Sell |
9,402
-14,382
| -60% | -$358K | 0.07% | 204 |
|
|
2016
Q1 | $589K | Sell |
23,784
-887
| -4% | -$22K | 0.19% | 91 |
|
|
2015
Q4 | $597K | Sell |
24,671
-6,505
| -21% | -$157K | 0.24% | 82 |
|
|
2015
Q3 | $760K | Buy |
31,176
+168
| +0.5% | +$4.1K | 0.33% | 65 |
|
|
2015
Q2 | $762K | Sell |
31,008
-39
| -0.1% | -$958 | 0.32% | 74 |
|
|
2015
Q1 | $757K | Sell |
31,047
-590
| -2% | -$14.4K | 0.35% | 69 |
|
|
2014
Q4 | $768K | Sell |
31,637
-2,166
| -6% | -$52.6K | 0.52% | 44 |
|
|
2014
Q3 | $835K | Buy |
33,803
+1,434
| +4% | +$35.4K | 0.58% | 42 |
|
|
2014
Q2 | $817K | Buy |
32,369
+1,378
| +4% | +$34.8K | 0.62% | 37 |
|
|
2014
Q1 | $773K | Sell |
30,991
-6,584
| -18% | -$164K | 0.64% | 37 |
|
|
2013
Q4 | $936K | Buy |
+37,575
| New | +$936K | 0.77% | 25 |
|