Timber Creek Capital Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Timber Creek Capital Management’s Portfolio IBDW Stock Details IBDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-25,963	Closed	-$527K	–	107
2024 Q2	$527K	Sell	25,963 -526	-2%	-$10.6K	0.16%	72
2024 Q1	$543K	Buy	26,489 +816	+3%	+$16.7K	0.17%	72
2023 Q4	$533K	Buy	25,673 +2,683	+12%	+$52.8K	0.18%	66
2023 Q3	$446K	Sell	22,990 -651	-3%	-$13K	0.16%	67
2023 Q2	$479K	Sell	23,641 -590	-2%	-$12K	0.17%	64
2023 Q1	$500K	Buy	24,231 +7	+0%	+$143	0.18%	64
2022 Q4	$482K	Buy	+24,224	New	+$479K	0.18%	61

Other funds holding IBDW

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Timber Creek Capital Management's IBDW Position: Q3 2024 in Review

Timber Creek Capital Management sold out of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q3 2024, closing a stake of 25,963 shares — an estimated $527K sold.

Timber Creek Capital Management first reported a position in IBDW in Q4 2022 and held it in 7 quarters. The position peaked at $543K in Q1 2024. 153 funds tracked by Wall St. Rank hold IBDW as of Q3 2024.

Timber Creek Capital Management reported no remaining iShares iBonds Dec 2031 Term Corporate ETF position as of Q3 2024 after selling out during the quarter.
Timber Creek Capital Management sold 25,963 iShares iBonds Dec 2031 Term Corporate ETF shares in Q3 2024, an estimated $527K.
Timber Creek Capital Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2022 and held it in 7 quarters.
Timber Creek Capital Management's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $543K in Q1 2024.
153 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q3 2024.

Based on Timber Creek Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.