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

SFMG Wealth Advisors’s Portfolio TDTF Stock Details TDTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-11,500
Closed -$312K – 312
2022
Q1 		$312K Buy
+11,500
New +$316K 0.03% 193

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SFMG Wealth Advisors's TDTF Position: Q2 2022 in Review

SFMG Wealth Advisors sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q2 2022, closing a stake of 11,500 shares — an estimated $312K sold.

SFMG Wealth Advisors first reported a position in TDTF in Q1 2022 and held it in 1 quarter. The position peaked at $312K in Q1 2022. 65 funds tracked by Wall St. Rank hold TDTF as of Q2 2022.

  • SFMG Wealth Advisors reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q2 2022 after selling out during the quarter.
  • SFMG Wealth Advisors sold 11,500 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q2 2022, an estimated $312K.
  • SFMG Wealth Advisors first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q1 2022 and held it in 1 quarter.
  • SFMG Wealth Advisors's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $312K in Q1 2022.
  • 65 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q2 2022.

Based on SFMG Wealth Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.