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Sowa Financial Group’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Sowa Financial Group’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
2020
Q3 		– Sell
-38
Closed -$1K – 329
2020
Q2 		$1K Hold
38
– – ﹤0.01% 352
2020
Q1 		$1K Hold
38
– – ﹤0.01% 351
2019
Q4 		$1K Buy
+38
New +$969 ﹤0.01% 357

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V
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Sowa Financial Group's TDTF Position: Q3 2020 in Review

Sowa Financial Group sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q3 2020, closing a stake of 38 shares — an estimated $1K sold.

Sowa Financial Group first reported a position in TDTF in Q4 2019 and held it in 3 quarters. The position peaked at $1K in Q2 2020. 34 funds tracked by Wall St. Rank hold TDTF as of Q3 2020.

  • Sowa Financial Group reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q3 2020 after selling out during the quarter.
  • Sowa Financial Group sold 38 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q3 2020, an estimated $1K.
  • Sowa Financial Group first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q4 2019 and held it in 3 quarters.
  • Sowa Financial Group's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $1K in Q2 2020.
  • 34 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q3 2020.

Based on Sowa Financial Group's 13F filing for Q3 2020, filed 6 Oct 2020.