TWA
IBTE

Tillar-Wenstrup Advisors’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Tillar-Wenstrup Advisors’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-54,010
Closed -$1.29M – 39
2022
Q4 		$1.29M Buy
54,010
+2,787
+5% +$66.5K 0.62% 29
2022
Q3 		$1.23M Buy
51,223
+21,383
+72% +$519K 0.61% 28
2022
Q2 		$729K Buy
+29,840
New +$731K 0.36% 36

Other funds holding IBTE

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
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Tillar-Wenstrup Advisors sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q1 2023, closing a stake of 54,010 shares — an estimated $1.29M sold.

Tillar-Wenstrup Advisors first reported a position in IBTE in Q2 2022 and held it in 3 quarters. The position peaked at $1.29M in Q4 2022. 203 funds tracked by Wall St. Rank hold IBTE as of Q1 2023.

  • Tillar-Wenstrup Advisors reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
  • Tillar-Wenstrup Advisors sold 54,010 iShares iBonds Dec 2024 Term Treasury ETF shares in Q1 2023, an estimated $1.29M.
  • Tillar-Wenstrup Advisors first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q2 2022 and held it in 3 quarters.
  • Tillar-Wenstrup Advisors's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $1.29M in Q4 2022.
  • 203 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q1 2023.

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