TCCM
IBDO

Timber Creek Capital Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Timber Creek Capital Management’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,910
Closed -$49K – 122
2021
Q3 		$49K Sell
1,910
-25
-1% -$650 0.02% 83
2021
Q2 		$50K Sell
1,935
-2,050
-51% -$53.5K 0.02% 81
2021
Q1 		$104K Sell
3,985
-2,970
-43% -$77.8K 0.04% 69
2020
Q4 		$182K Sell
6,955
-3,075
-31% -$80.7K 0.08% 57
2020
Q3 		$263K Sell
10,030
-300
-3% -$7.87K 0.14% 52
2020
Q2 		$270K Hold
10,330
– – 0.17% 47
2020
Q1 		$258K Sell
10,330
-775
-7% -$19.7K 0.19% 50
2019
Q4 		$283K Sell
11,105
-10,160
-48% -$260K 0.17% 54
2019
Q3 		$544K Sell
21,265
-32,258
-60% -$822K 0.35% 48
2019
Q2 		$1.36M Sell
53,523
-1,469
-3% -$36.8K 0.88% 37
2019
Q1 		$1.38M Buy
54,992
+877
+2% +$21.6K 0.93% 35
2018
Q4 		$1.31M Sell
54,115
-2,416
-4% -$58.2K 1.02% 35
2018
Q3 		$1.37M Sell
56,531
-16,766
-23% -$408K 0.89% 36
2018
Q2 		$1.78M Buy
73,297
+9,611
+15% +$234K 1.16% 32
2018
Q1 		$1.56M Buy
63,686
+1,369
+2% +$33.8K 0.98% 35
2017
Q4 		$1.56M Buy
62,317
+6,194
+11% +$156K 0.98% 35
2017
Q3 		$1.42M Buy
56,123
+1,368
+2% +$34.6K 0.96% 38
2017
Q2 		$1.38M Buy
54,755
+25,525
+87% +$642K 0.95% 38
2017
Q1 		$728K Buy
29,230
+5,965
+26% +$148K 0.55% 38
2016
Q4 		$575K Buy
23,265
+2,170
+10% +$54.3K 0.45% 39
2016
Q3 		$542K Buy
+21,095
New +$542K 0.43% 38

Other funds holding IBDO

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Timber Creek Capital Management's IBDO Position: Q4 2021 in Review

Timber Creek Capital Management sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2021, closing a stake of 1,910 shares — an estimated $49K sold.

Timber Creek Capital Management first reported a position in IBDO in Q3 2016 and held it in 21 quarters. The position peaked at $1.78M in Q2 2018. 211 funds tracked by Wall St. Rank hold IBDO as of Q4 2021.

  • Timber Creek Capital Management reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
  • Timber Creek Capital Management sold 1,910 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2021, an estimated $49K.
  • Timber Creek Capital Management first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q3 2016 and held it in 21 quarters.
  • Timber Creek Capital Management's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $1.78M in Q2 2018.
  • 211 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2021.

Based on Timber Creek Capital Management's 13F filing for Q4 2021, filed 31 Jan 2022.