TWA
IBTB

Tillar-Wenstrup Advisors’s iShares iBonds Dec 2022 Term Treasury ETF IBTB Stock Holding History

Tillar-Wenstrup Advisors’s Portfolio IBTB Stock Details IBTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-41,000
Closed -$1.04M – 48
2022
Q3 		$1.04M Buy
41,000
+2,000
+5% +$50.7K 0.52% 29
2022
Q2 		$988K Buy
+39,000
New +$989K 0.49% 31

Other funds holding IBTB

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Tillar-Wenstrup Advisors's IBTB Position: Q4 2022 in Review

Tillar-Wenstrup Advisors sold out of iShares iBonds Dec 2022 Term Treasury ETF (IBTB) in Q4 2022, closing a stake of 41,000 shares — an estimated $1.04M sold.

Tillar-Wenstrup Advisors first reported a position in IBTB in Q2 2022 and held it in 2 quarters. The position peaked at $1.04M in Q3 2022. 1 fund tracked by Wall St. Rank holds IBTB as of Q4 2022.

  • Tillar-Wenstrup Advisors reported no remaining iShares iBonds Dec 2022 Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • Tillar-Wenstrup Advisors sold 41,000 iShares iBonds Dec 2022 Term Treasury ETF shares in Q4 2022, an estimated $1.04M.
  • Tillar-Wenstrup Advisors first reported a position in iShares iBonds Dec 2022 Term Treasury ETF in Q2 2022 and held it in 2 quarters.
  • Tillar-Wenstrup Advisors's iShares iBonds Dec 2022 Term Treasury ETF position peaked at $1.04M in Q3 2022.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Treasury ETF as of Q4 2022.

Based on Tillar-Wenstrup Advisors's 13F filing for Q4 2022, filed 24 Jan 2023.