Valmark Advisers’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 | $12.4M | Buy |
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|
2025
Q1 | $12.4M | Buy |
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|
2024
Q4 | $11.9M | Buy |
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|
2024
Q3 | $12.1M | Sell |
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|
2024
Q2 | $12M | Sell |
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|
2024
Q1 | $12.3M | Buy |
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|
2023
Q4 | $12M | Sell |
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|
2023
Q3 | $12M | Sell |
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|
2023
Q2 | $12.3M | Sell |
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|
2023
Q1 | $13M | Buy |
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|
2022
Q4 | $12.5M | Sell |
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|
2022
Q3 | $12.5M | Buy |
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|
2022
Q2 | $13.2M | Sell |
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|
2022
Q1 | $14.1M | Sell |
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|
2021
Q4 | $14.6M | Buy |
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|
2021
Q3 | $14.4M | Buy |
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|
2021
Q2 | $14.3M | Buy |
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|
2021
Q1 | $14M | Buy |
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|
2020
Q4 | $13.7M | Buy |
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|
2020
Q3 | $13.5M | Sell |
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|
2020
Q2 | $13.6M | Sell |
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|
2020
Q1 | $13.9M | Sell |
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|
2019
Q4 | $15.7M | Sell |
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|
2019
Q3 | $16.8M | Sell |
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|
2019
Q2 | $17.3M | Sell |
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|
2019
Q1 | $17.9M | Sell |
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|
2018
Q4 | $210M | Sell |
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|
2018
Q3 | $223M | Buy |
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|
2018
Q2 | $225M | Sell |
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|
2018
Q1 | $227M | Buy |
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|
2017
Q4 | $216M | Buy |
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|
2017
Q3 | $199M | Buy |
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|
2017
Q2 | $196M | Buy |
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|
2017
Q1 | $196M | Buy |
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|
2016
Q4 | $191M | Buy |
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|
2016
Q3 | $192M | Buy |
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|
2016
Q2 | $192M | Sell |
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|
2016
Q1 | $232M | Sell |
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|
2015
Q4 | $233M | Sell |
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|
2015
Q3 | $320M | Sell |
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|
2015
Q2 | $336M | Buy |
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|
2015
Q1 | $331M | Buy |
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|
2014
Q4 | $326M | Buy |
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|
2014
Q3 | $318M | Buy |
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|
2014
Q2 | $315M | Buy |
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|
2014
Q1 | $298M | Buy |
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|
2013
Q4 | $284M | Buy |
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|
2013
Q3 | $259M | Buy |
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|
2013
Q2 | $242M | Buy |
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