TWA
IBDL

Tillar-Wenstrup Advisors’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Tillar-Wenstrup Advisors’s Portfolio IBDL Stock Details IBDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-366,528
Closed -$9.25M – 38
2020
Q3 		$9.25M Sell
366,528
-25,536
-7% -$645K 5.36% 7
2020
Q2 		$9.93M Sell
392,064
-16,245
-4% -$411K 6.02% 6
2020
Q1 		$10.3M Sell
408,309
-15,125
-4% -$381K 9.56% 5
2019
Q4 		$10.7M Buy
423,434
+38,725
+10% +$980K 5.98% 5
2019
Q3 		$9.76M Buy
384,709
+7,455
+2% +$189K 5.66% 6
2019
Q2 		$9.56M Buy
377,254
+15,487
+4% +$391K 5.39% 6
2019
Q1 		$9.13M Buy
361,767
+20,017
+6% +$503K 5.25% 5
2018
Q4 		$8.54M Buy
341,750
+9,734
+3% +$243K 5.62% 3
2018
Q3 		$8.31M Sell
332,016
-5,097
-2% -$128K 4.52% 3
2018
Q2 		$8.44M Buy
337,113
+5,873
+2% +$147K 4.69% 3
2018
Q1 		$8.3M Buy
+331,240
New +$8.34M 4.84% 3

Other funds holding IBDL

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Tillar-Wenstrup Advisors's IBDL Position: Q4 2020 in Review

Tillar-Wenstrup Advisors sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 366,528 shares — an estimated $9.25M sold.

Tillar-Wenstrup Advisors first reported a position in IBDL in Q1 2018 and held it in 11 quarters. The position peaked at $10.7M in Q4 2019. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

  • Tillar-Wenstrup Advisors reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
  • Tillar-Wenstrup Advisors sold 366,528 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $9.25M.
  • Tillar-Wenstrup Advisors first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q1 2018 and held it in 11 quarters.
  • Tillar-Wenstrup Advisors's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $10.7M in Q4 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on Tillar-Wenstrup Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.