TWA
IBDQ

Tillar-Wenstrup Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Tillar-Wenstrup Advisors’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-196,892
Closed -$4.86M – 48
2022
Q2 		$4.86M Buy
196,892
+168,021
+582% +$4.18M 2.43% 16
2022
Q1 		$729K Buy
28,871
+20,452
+243% +$528K 0.35% 30
2021
Q4 		$222K Buy
+8,419
New +$224K 0.1% 40

Other funds holding IBDQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Tillar-Wenstrup Advisors's IBDQ Position: Q3 2022 in Review

Tillar-Wenstrup Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q3 2022, closing a stake of 196,892 shares — an estimated $4.86M sold.

Tillar-Wenstrup Advisors first reported a position in IBDQ in Q4 2021 and held it in 3 quarters. The position peaked at $4.86M in Q2 2022. 206 funds tracked by Wall St. Rank hold IBDQ as of Q3 2022.

  • Tillar-Wenstrup Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q3 2022 after selling out during the quarter.
  • Tillar-Wenstrup Advisors sold 196,892 iShares iBonds Dec 2025 Term Corporate ETF shares in Q3 2022, an estimated $4.86M.
  • Tillar-Wenstrup Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2021 and held it in 3 quarters.
  • Tillar-Wenstrup Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $4.86M in Q2 2022.
  • 206 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2022.

Based on Tillar-Wenstrup Advisors's 13F filing for Q3 2022, filed 25 Oct 2022.