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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $81.4K | Hold |
3,358
| – | – | ﹤0.01% | 2227 |
|
|
2025
Q1 | $81.9K | Sell |
3,358
-1,000
| -23% | -$24.4K | ﹤0.01% | 2130 |
|
|
2024
Q4 | $103K | Hold |
4,358
| – | – | ﹤0.01% | 1967 |
|
|
2024
Q3 | $105K | Hold |
4,358
| – | – | ﹤0.01% | 1853 |
|
|
2024
Q2 | $103K | Hold |
4,358
| – | – | ﹤0.01% | 1763 |
|
|
2024
Q1 | $104K | Hold |
4,358
| – | – | ﹤0.01% | 1751 |
|
|
2023
Q4 | $103K | Hold |
4,358
| – | – | ﹤0.01% | 1691 |
|
|
2023
Q3 | $101K | Hold |
4,358
| – | – | ﹤0.01% | 1563 |
|
|
2023
Q2 | $103K | Sell |
4,358
-9
| -0.2% | -$212 | ﹤0.01% | 1575 |
|
|
2023
Q1 | $106K | Hold |
4,367
| – | – | ﹤0.01% | 1566 |
|
|
2022
Q4 | $103K | Sell |
4,367
-1,000
| -19% | -$23.5K | ﹤0.01% | 1534 |
|
|
2022
Q3 | $125K | Hold |
5,367
| – | – | ﹤0.01% | 1406 |
|
|
2022
Q2 | $133K | Hold |
5,367
| – | – | ﹤0.01% | 1374 |
|
|
2022
Q1 | $139K | Hold |
5,367
| – | – | ﹤0.01% | 1458 |
|
|
2021
Q4 | $141K | Hold |
5,367
| – | – | ﹤0.01% | 1450 |
|
|
2021
Q3 | $141K | Hold |
5,367
| – | – | ﹤0.01% | 1421 |
|
|
2021
Q2 | $142K | Buy |
5,367
+2,336
| +77% | +$61.8K | ﹤0.01% | 1826 |
|
|
2021
Q1 | $79.9K | Buy |
+3,031
| New | +$79.9K | ﹤0.01% | 1734 |
|