Tillar-Wenstrup Advisors’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

Tillar-Wenstrup Advisors’s Portfolio IBDK Stock Details IBDK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-281,747	Closed	-$7M	–	53
2019 Q3	$7M	Sell	281,747 -7,093	-2%	-$176K	4.06%	9
2019 Q2	$7.18M	Sell	288,840 -1,262	-0.4%	-$31.3K	4.05%	9
2019 Q1	$7.21M	Sell	290,102 -2,970	-1%	-$73.7K	4.15%	11
2018 Q4	$7.27M	Buy	293,072 +2,560	+0.9%	+$63.4K	4.79%	6
2018 Q3	$7.21M	Sell	290,512 -2,340	-0.8%	-$58K	3.92%	7
2018 Q2	$7.26M	Buy	292,852 +7,253	+3%	+$180K	4.04%	8
2018 Q1	$7.07M	Buy	+285,599	New	+$7.08M	4.12%	8

Other funds holding IBDK

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Tillar-Wenstrup Advisors's IBDK Position: Q4 2019 in Review

Tillar-Wenstrup Advisors sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2019, closing a stake of 281,747 shares — an estimated $7M sold.

Tillar-Wenstrup Advisors first reported a position in IBDK in Q1 2018 and held it in 7 quarters. The position peaked at $7.27M in Q4 2018. 1 fund tracked by Wall St. Rank holds IBDK as of Q4 2019.

Tillar-Wenstrup Advisors reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
Tillar-Wenstrup Advisors sold 281,747 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2019, an estimated $7M.
Tillar-Wenstrup Advisors first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q1 2018 and held it in 7 quarters.
Tillar-Wenstrup Advisors's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $7.27M in Q4 2018.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2019.

Based on Tillar-Wenstrup Advisors's 13F filing for Q4 2019, filed 24 Jan 2020.