Wealthcare Advisory Partners’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
Q1 | – | Sell |
-16,136
| Closed | -$381K | – | 949 |
|
|
2024
Q4 | $381K | Sell |
16,136
-1,397
| -8% | -$33K | 0.01% | 640 |
|
|
2024
Q3 | $422K | Sell |
17,533
-601
| -3% | -$14.5K | 0.01% | 610 |
|
|
2024
Q2 | $428K | Buy |
18,134
+1,003
| +6% | +$23.7K | 0.01% | 568 |
|
|
2024
Q1 | $407K | Sell |
17,131
-21,019
| -55% | -$499K | 0.01% | 581 |
|
|
2023
Q4 | $901K | Buy |
38,150
+4,242
| +13% | +$100K | 0.04% | 335 |
|
|
2023
Q3 | $786K | Buy |
33,908
+1,531
| +5% | +$35.5K | 0.04% | 324 |
|
|
2023
Q2 | $762K | Buy |
32,377
+7,872
| +32% | +$185K | 0.03% | 353 |
|
|
2023
Q1 | $592K | Buy |
24,505
+15,571
| +174% | +$376K | 0.03% | 409 |
|
|
2022
Q4 | $210K | Buy |
+8,934
| New | +$210K | 0.01% | 643 |
|