TWA
IBDN

Tillar-Wenstrup Advisors’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Tillar-Wenstrup Advisors’s Portfolio IBDN Stock Details IBDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-18,248
Closed -$457K – 49
2022
Q3 		$457K Sell
18,248
-1,750
-9% -$43.8K 0.23% 39
2022
Q2 		$500K Buy
+19,998
New +$500K 0.25% 40
2022
Q1 		– Sell
-285,258
Closed -$7.17M – 46
2021
Q4 		$7.17M Sell
285,258
-8,148
-3% -$205K 3.38% 14
2021
Q3 		$7.43M Buy
293,406
+13,417
+5% +$340K 3.44% 12
2021
Q2 		$7.11M Buy
279,989
+5,114
+2% +$130K 3.24% 13
2021
Q1 		$7M Buy
274,875
+22,067
+9% +$563K 3.41% 15
2020
Q4 		$6.46M Buy
252,808
+172,340
+214% +$4.41M 3.35% 16
2020
Q3 		$2.06M Buy
+80,468
New +$2.06M 1.2% 22
2020
Q1 		– Sell
-338,249
Closed -$8.55M – 56
2019
Q4 		$8.55M Buy
338,249
+51,675
+18% +$1.31M 4.78% 7
2019
Q3 		$7.26M Sell
286,574
-2,776
-1% -$70.1K 4.21% 8
2019
Q2 		$7.3M Sell
289,350
-5,045
-2% -$126K 4.11% 8
2019
Q1 		$7.33M Buy
294,395
+22,893
+8% +$563K 4.21% 10
2018
Q4 		$6.56M Sell
271,502
-15,005
-5% -$363K 4.32% 9
2018
Q3 		$6.97M Sell
286,507
-44,681
-13% -$1.09M 3.79% 8
2018
Q2 		$8.06M Buy
331,188
+6,982
+2% +$170K 4.48% 6
2018
Q1 		$7.95M Buy
+324,206
New +$7.98M 4.63% 5

Other funds holding IBDN

OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Tillar-Wenstrup Advisors's IBDN Position: Q4 2022 in Review

Tillar-Wenstrup Advisors sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 18,248 shares — an estimated $457K sold.

Tillar-Wenstrup Advisors first reported a position in IBDN in Q1 2018 and held it in 16 quarters. The position peaked at $8.55M in Q4 2019. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

  • Tillar-Wenstrup Advisors reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • Tillar-Wenstrup Advisors sold 18,248 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $457K.
  • Tillar-Wenstrup Advisors first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q1 2018 and held it in 16 quarters.
  • Tillar-Wenstrup Advisors's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $8.55M in Q4 2019.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Tillar-Wenstrup Advisors's 13F filing for Q4 2022, filed 24 Jan 2023.