Tillar-Wenstrup Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	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%	-$2.42M	3.48%	12
2022 Q3	$9.61M	Buy	394,512 +106	+0%	+$2.62K	4.8%	11
2022 Q2	$9.76M	Buy	394,406 +24,693	+7%	+$614K	4.88%	7
2022 Q1	$9.28M	Sell	369,713 -18,254	-5%	-$465K	4.45%	7
2021 Q4	$10.1M	Sell	387,967 -921	-0.2%	-$24K	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%	+$483K	4.69%	9
2020 Q4	$9.2M	Buy	+345,931	New	+$9.15M	4.76%	8

Other funds holding IBDP

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

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

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

RJFSA

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Tillar-Wenstrup Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q1 2023, closing a stake of 295,053 shares — an estimated $7.21M sold.

Tillar-Wenstrup Advisors first reported a position in IBDP in Q4 2020 and held it in 9 quarters. The position peaked at $10.2M in Q3 2021. 282 funds tracked by Wall St. Rank hold IBDP as of Q1 2023.

Tillar-Wenstrup Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q1 2023 after selling out during the quarter.
Tillar-Wenstrup Advisors sold 295,053 iShares iBonds Dec 2024 Term Corporate ETF shares in Q1 2023, an estimated $7.21M.
Tillar-Wenstrup Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2020 and held it in 9 quarters.
Tillar-Wenstrup Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $10.2M in Q3 2021.
282 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q1 2023.

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