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
2026 Q1	$223K	Hold	9,181	–	–	﹤0.01%	1736
2025 Q4	$221K	Buy	9,181 +309	+3%	+$7.48K	﹤0.01%	1750
2025 Q3	$216K	Buy	+8,872	New	+$215K	﹤0.01%	1597
2025 Q2	–	Sell	-10,100	Closed	-$246K	–	1637
2025 Q1	$246K	Buy	+10,100	New	+$242K	﹤0.01%	1165
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%	-$120K	0.03%	242
2017 Q2	$357K	Buy	+14,531	New	+$359K	0.04%	183
2016 Q3	–	Sell	-9,402	Closed	-$234K	–	276
2016 Q2	$234K	Sell	9,402 -14,382	-60%	-$356K	0.07%	204
2016 Q1	$589K	Sell	23,784 -887	-4%	-$21.7K	0.19%	91
2015 Q4	$597K	Sell	24,671 -6,505	-21%	-$158K	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%	-$957	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%	-$53.4K	0.52%	44
2014 Q3	$835K	Buy	33,803 +1,434	+4%	+$35.9K	0.58%	42
2014 Q2	$817K	Buy	32,369 +1,378	+4%	+$34.6K	0.62%	37
2014 Q1	$773K	Sell	30,991 -6,584	-18%	-$164K	0.64%	37
2013 Q4	$936K	Buy	+37,575	New	+$938K	0.77%	25