Number of Shares
1.78 Mil
Current Holdings Value*
$43.42 Mil
% of Portfolio
8.02%
Total Estimate Gain
$-2.81 Mil
% of Total Estimate Gain
-5.10%

Bell Investment Advisors, Inc's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund Holding Summary

As of 2025-03-31, Bell Investment Advisors, Inc held 1.78 Mil shares of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund(TDTT), totaling $43.42 Mil. This investment constitutes 8.02% of their stock portfolio, and Bell Investment Advisors, Inc now holds 1.78% of the outstanding FlexShares iBoxx 3-Year Target Duration TIPS Index Fund(TDTT) stock.

The initial trade took place in 2021Q3. And since then Bell Investment Advisors, Inc has made 10 purchases of TDTT, at an average price of $25.35, for a total of 2.18 Mil shares. In addition, there have been 3 sales at an average price of $23.36 for 395,918.00 shares. Based on historical transaction data and TDTT's current price of $24.21, Bell Investment Advisors, Inc's estimated gain on his TDTT holdings is $-2.81 Mil, reflecting a -5.10% gain to date.

Bell Investment Advisors, Inc TDTT ($24.21) Holding Chart

Bell Investment Advisors, Inc TDTT ($24.21) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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