TWA
IBDO

Tillar-Wenstrup Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Tillar-Wenstrup Advisors’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-379,705
Closed -$9.5M – 41
2022
Q4 		$9.5M Sell
379,705
-20,128
-5% -$503K 4.59% 10
2022
Q3 		$9.98M Buy
399,833
+7,081
+2% +$177K 4.98% 10
2022
Q2 		$9.85M Sell
392,752
-12,410
-3% -$312K 4.93% 6
2022
Q1 		$10.2M Buy
405,162
+6,659
+2% +$169K 4.91% 6
2021
Q4 		$10.2M Buy
398,503
+16,546
+4% +$427K 4.82% 6
2021
Q3 		$9.93M Buy
381,957
+23,320
+7% +$607K 4.59% 8
2021
Q2 		$9.35M Buy
358,637
+7,818
+2% +$204K 4.26% 9
2021
Q1 		$9.17M Buy
350,819
+18,668
+6% +$489K 4.47% 10
2020
Q4 		$8.73M Buy
+332,151
New +$8.71M 4.52% 9
2020
Q1 		– Sell
-258,031
Closed -$6.59M – 53
2019
Q4 		$6.59M Buy
+258,031
New +$6.59M 3.68% 8
2019
Q2 		– Sell
-8,306
Closed -$208K – 46
2019
Q1 		$208K Hold
8,306
– – 0.12% 43
2018
Q4 		$201K Sell
8,306
-6,685
-45% -$161K 0.13% 49
2018
Q3 		$364K Sell
14,991
-2,061
-12% -$50.1K 0.2% 56
2018
Q2 		$414K Buy
+17,052
New +$414K 0.23% 54

Other funds holding IBDO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Tillar-Wenstrup Advisors's IBDO Position: Q1 2023 in Review

Tillar-Wenstrup Advisors sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q1 2023, closing a stake of 379,705 shares — an estimated $9.5M sold.

Tillar-Wenstrup Advisors first reported a position in IBDO in Q2 2018 and held it in 14 quarters. The position peaked at $10.2M in Q1 2022. 294 funds tracked by Wall St. Rank hold IBDO as of Q1 2023.

  • Tillar-Wenstrup Advisors reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q1 2023 after selling out during the quarter.
  • Tillar-Wenstrup Advisors sold 379,705 iShares iBonds Dec 2023 Term Corporate ETF shares in Q1 2023, an estimated $9.5M.
  • Tillar-Wenstrup Advisors first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2018 and held it in 14 quarters.
  • Tillar-Wenstrup Advisors's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $10.2M in Q1 2022.
  • 294 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q1 2023.

Based on Tillar-Wenstrup Advisors's 13F filing for Q1 2023.