Wealth Architects, LLC TDTF Holdings History
Wealth Architects, LLC's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund Holding Summary
As of 2025-03-31, Wealth Architects, LLC held 2.56 Mil shares of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund(TDTF), totaling $62.03 Mil. This investment constitutes 6.84% of their stock portfolio, and Wealth Architects, LLC now holds 7.77% of the outstanding FlexShares iBoxx 5-Year Target Duration TIPS Index Fund(TDTF) stock.
The initial trade took place in 2021Q3. And since then Wealth Architects, LLC has made 12 purchases of TDTF, at an average price of $23.40, for a total of 2.56 Mil shares. In addition, there have been 1 sales at an average price of $25.66 for 4,850.00 shares. Based on historical transaction data and TDTF's current price of $24.06, Wealth Architects, LLC's estimated gain on his TDTF holdings is $1.70 Mil, reflecting a 2.84% gain to date.
Wealth Architects, LLC TDTF ($24.06) Holding Chart
Wealth Architects, LLC TDTF ($24.06) 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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