TWA
IBMM

Tillar-Wenstrup Advisors’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Tillar-Wenstrup Advisors’s Portfolio IBMM Stock Details IBMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-20,741
Closed -$534K – 44
2022
Q4 		$534K Sell
20,741
-5,495
-21% -$141K 0.26% 38
2022
Q3 		$669K Sell
26,236
-6,200
-19% -$161K 0.33% 34
2022
Q2 		$843K Buy
+32,436
New +$838K 0.42% 34

Other funds holding IBMM

CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Tillar-Wenstrup Advisors sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q1 2023, closing a stake of 20,741 shares — an estimated $534K sold.

Tillar-Wenstrup Advisors first reported a position in IBMM in Q2 2022 and held it in 3 quarters. The position peaked at $843K in Q2 2022. 156 funds tracked by Wall St. Rank hold IBMM as of Q1 2023.

  • Tillar-Wenstrup Advisors reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Tillar-Wenstrup Advisors sold 20,741 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q1 2023, an estimated $534K.
  • Tillar-Wenstrup Advisors first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q2 2022 and held it in 3 quarters.
  • Tillar-Wenstrup Advisors's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $843K in Q2 2022.
  • 156 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q1 2023.

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