Number of Shares
1.15 Mil
Current Holdings Value*
$28.11 Mil
% of Portfolio
6.4%
Total Estimate Gain
$-1.54 Mil
% of Total Estimate Gain
-3.73%

WEST PACES ADVISORS INC.'s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund Holding Summary

As of 2025-03-31, WEST PACES ADVISORS INC. held 1.15 Mil shares of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund(TDTT), totaling $28.11 Mil. This investment constitutes 6.4% of their stock portfolio, and WEST PACES ADVISORS INC. now holds 1.19% of the outstanding FlexShares iBoxx 3-Year Target Duration TIPS Index Fund(TDTT) stock.

The initial trade took place in 2018Q4. And since then WEST PACES ADVISORS INC. has made 14 purchases of TDTT, at an average price of $25.07, for a total of 1.64 Mil shares. In addition, there have been 4 sales at an average price of $23.90 for 491,449.00 shares. Based on historical transaction data and TDTT's current price of $24.24, WEST PACES ADVISORS INC.'s estimated gain on his TDTT holdings is $-1.54 Mil, reflecting a -3.73% gain to date.

WEST PACES ADVISORS INC. TDTT ($24.24) Holding Chart

WEST PACES ADVISORS INC. TDTT ($24.24) 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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