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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Hold |
9,711
| – | – | 0.12% | 75 |
|
|
2025
Q1 | $235K | Hold |
9,711
| – | – | 0.13% | 73 |
|
|
2024
Q4 | $226K | Hold |
9,711
| – | – | 0.12% | 71 |
|
|
2024
Q3 | $234K | Hold |
9,711
| – | – | 0.13% | 69 |
|
|
2024
Q2 | $227K | Hold |
9,711
| – | – | 0.13% | 69 |
|
|
2024
Q1 | $230K | Hold |
9,711
| – | – | 0.14% | 68 |
|
|
2023
Q4 | $229K | Buy |
+9,711
| New | +$229K | 0.15% | 70 |
|