YWM
Yoder Wealth Management’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Sell |
92,670
-426
| -0.5% | -$10.3K | 1.16% | 26 |
|
|
2025
Q1 | $2.26M | Sell |
93,096
-650
| -0.7% | -$15.8K | 1.27% | 26 |
|
|
2024
Q4 | $2.18M | Sell |
93,746
-2,770
| -3% | -$64.4K | 1.2% | 28 |
|
|
2024
Q3 | $2.33M | Hold |
96,516
| – | – | 1.4% | 21 |
|
|
2024
Q2 | $2.26M | Sell |
96,516
-6,800
| -7% | -$159K | 1.46% | 22 |
|
|
2024
Q1 | $2.44M | Sell |
103,316
-1,168
| -1% | -$27.6K | 1.59% | 21 |
|
|
2023
Q4 | $2.47M | Buy |
104,484
+14,745
| +16% | +$348K | 1.74% | 19 |
|
|
2023
Q3 | $2.06M | Buy |
89,739
+38,808
| +76% | +$890K | 1.7% | 19 |
|
|
2023
Q2 | $1.21M | Buy |
50,931
+22,418
| +79% | +$531K | 0.95% | 29 |
|
|
2023
Q1 | $698K | Buy |
+28,513
| New | +$698K | 0.58% | 38 |
|