Tillar-Wenstrup Advisors’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-8,031	Closed	-$200K	–	37
2020 Q4	$200K	Sell	8,031 -89,798	-92%	-$2.24M	0.1%	34
2020 Q3	$2.45M	Buy	97,829 +35,882	+58%	+$900K	1.42%	19
2020 Q2	$1.56M	Sell	61,947 -319,242	-84%	-$7.98M	0.94%	20
2020 Q1	$9.4M	Buy	381,189 +16,213	+4%	+$402K	8.72%	7
2019 Q4	$9.11M	Buy	364,976 +5,988	+2%	+$150K	5.09%	6
2019 Q3	$8.97M	Sell	358,988 -1,245	-0.3%	-$31K	5.2%	7
2019 Q2	$8.98M	Buy	360,233 +14,980	+4%	+$371K	5.06%	7
2019 Q1	$8.54M	Buy	345,253 +40,041	+13%	+$982K	4.91%	6
2018 Q4	$7.43M	Sell	305,212 -10,318	-3%	-$250K	4.9%	5
2018 Q3	$7.69M	Sell	315,530 -23,653	-7%	-$576K	4.18%	5
2018 Q2	$8.27M	Buy	339,183 +10,223	+3%	+$249K	4.6%	5
2018 Q1	$8.05M	Buy	+328,960	New	+$8.08M	4.69%	4

Other funds holding IBDM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Tillar-Wenstrup Advisors's IBDM Position: Q1 2021 in Review

Tillar-Wenstrup Advisors sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q1 2021, closing a stake of 8,031 shares — an estimated $200K sold.

Tillar-Wenstrup Advisors first reported a position in IBDM in Q1 2018 and held it in 12 quarters. The position peaked at $9.4M in Q1 2020. 199 funds tracked by Wall St. Rank hold IBDM as of Q1 2021.

Tillar-Wenstrup Advisors reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q1 2021 after selling out during the quarter.
Tillar-Wenstrup Advisors sold 8,031 iShares iBonds Dec 2021 Term Corporate ETF shares in Q1 2021, an estimated $200K.
Tillar-Wenstrup Advisors first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q1 2018 and held it in 12 quarters.
Tillar-Wenstrup Advisors's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $9.4M in Q1 2020.
199 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q1 2021.

Based on Tillar-Wenstrup Advisors's 13F filing for Q1 2021, filed 23 Apr 2021.