TWA
IBTD

Tillar-Wenstrup Advisors’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Tillar-Wenstrup Advisors’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-93,720
Closed -$2.31M – 42
2022
Q4 		$2.31M Sell
93,720
-25,857
-22% -$639K 1.12% 22
2022
Q3 		$2.96M Buy
119,577
+50,777
+74% +$1.26M 1.48% 22
2022
Q2 		$1.72M Buy
+68,800
New +$1.72M 0.86% 26

Other funds holding IBTD

AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Tillar-Wenstrup Advisors sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q1 2023, closing a stake of 93,720 shares — an estimated $2.31M sold.

Tillar-Wenstrup Advisors first reported a position in IBTD in Q2 2022 and held it in 3 quarters. The position peaked at $2.96M in Q3 2022. 212 funds tracked by Wall St. Rank hold IBTD as of Q1 2023.

  • Tillar-Wenstrup Advisors reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
  • Tillar-Wenstrup Advisors sold 93,720 iShares iBonds Dec 2023 Term Treasury ETF shares in Q1 2023, an estimated $2.31M.
  • Tillar-Wenstrup Advisors first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q2 2022 and held it in 3 quarters.
  • Tillar-Wenstrup Advisors's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $2.96M in Q3 2022.
  • 212 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q1 2023.

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