Sigma Planning Corp’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-11,904
| Closed | -$288K | – | 1347 |
|
2023
Q1 | $288K | Buy |
11,904
+72
| +0.6% | +$1.74K | 0.01% | 1018 |
|
2022
Q4 | $278K | Sell |
11,832
-199
| -2% | -$4.68K | 0.01% | 995 |
|
2022
Q3 | $281K | Sell |
12,031
-95
| -0.8% | -$2.22K | 0.01% | 969 |
|
2022
Q2 | $301K | Sell |
12,126
-406
| -3% | -$10.1K | 0.01% | 983 |
|
2022
Q1 | $325K | Buy |
+12,532
| New | +$325K | 0.01% | 1014 |
|