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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $216K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $246K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $234K | Hold |
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|
2017
Q3 | $237K | Sell |
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|
2017
Q2 | $357K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $234K | Sell |
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|
2016
Q1 | $589K | Sell |
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|
2015
Q4 | $597K | Sell |
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|
2015
Q3 | $760K | Buy |
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|
2015
Q2 | $762K | Sell |
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|
2015
Q1 | $757K | Sell |
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|
2014
Q4 | $768K | Sell |
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|
2014
Q3 | $835K | Buy |
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|
2014
Q2 | $817K | Buy |
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|
2014
Q1 | $773K | Sell |
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|
2013
Q4 | $936K | Buy |
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