Shared Vision Wealth Group’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$234K Hold
2025
Q1
$235K Hold
2024
Q4
$226K Hold
2024
Q3
$234K Hold
2024
Q2
$227K Hold
2024
Q1
$230K Hold
2023
Q4
$229K Buy