Steward Partners Investment Advisory’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $81.4K | Hold |
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|
2025
Q1 | $81.9K | Sell |
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|
2024
Q4 | $103K | Hold |
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|
2024
Q3 | $105K | Hold |
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|
2024
Q2 | $103K | Hold |
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|
2024
Q1 | $104K | Hold |
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|
2023
Q4 | $103K | Hold |
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|
2023
Q3 | $101K | Hold |
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|
2023
Q2 | $103K | Sell |
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|
2023
Q1 | $106K | Hold |
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|
2022
Q4 | $103K | Sell |
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|
2022
Q3 | $125K | Hold |
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|
2022
Q2 | $133K | Hold |
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|
2022
Q1 | $139K | Hold |
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|
2021
Q4 | $141K | Hold |
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|
2021
Q3 | $141K | Hold |
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|
2021
Q2 | $142K | Buy |
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|
2021
Q1 | $79.9K | Buy |
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