TWA
IBDP
Tillar-Wenstrup Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-295,053
| Closed | -$7.21M | – | 40 |
|
|
2022
Q4 | $7.21M | Sell |
295,053
-99,459
| -25% | -$2.43M | 3.48% | 12 |
|
|
2022
Q3 | $9.61M | Buy |
394,512
+106
| +0% | +$2.58K | 4.8% | 11 |
|
|
2022
Q2 | $9.76M | Buy |
394,406
+24,693
| +7% | +$611K | 4.88% | 7 |
|
|
2022
Q1 | $9.28M | Sell |
369,713
-18,254
| -5% | -$458K | 4.45% | 7 |
|
|
2021
Q4 | $10.1M | Sell |
387,967
-921
| -0.2% | -$23.9K | 4.74% | 7 |
|
|
2021
Q3 | $10.2M | Buy |
388,888
+14,262
| +4% | +$375K | 4.73% | 7 |
|
|
2021
Q2 | $9.88M | Buy |
374,626
+10,451
| +3% | +$276K | 4.5% | 8 |
|
|
2021
Q1 | $9.61M | Buy |
364,175
+18,244
| +5% | +$481K | 4.69% | 9 |
|
|
2020
Q4 | $9.2M | Buy |
+345,931
| New | +$9.2M | 4.76% | 8 |
|