SEC 13F Intelligence

Tillar-Wenstrup Advisors, LLC / SHY

Tillar-Wenstrup Advisors, LLC’s Ishares Tr Position

Does Tillar-Wenstrup Advisors, LLC own Ishares Tr (SHY)? Not currently — the last reported position was 166.2K shares worth $14M in Q1 2020; the fund’s latest 13F (Q4 2023) no longer reports it.

Position Value
$14M
Q1 2020
Shares
166.2K
% of Portfolio
+13.37%
Quarters Held
6
position exited

Position History SHY

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $6MQ1 ’19Q2 ’19: $6MQ2 ’19Q3 ’19: $6MQ3 ’19Q4 ’19: $5MQ4 ’19Q1 ’20: $14MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2020166.2K$14M+13.37%
Q4 201959.6K$5M+2.82%
Q3 201971.7K$6M+3.53%
Q2 201974.5K$6M+3.56%
Q1 201974.9K$6M+3.62%
Q4 201862.8K$5M+3.46%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Tillar-Wenstrup Advisors, LLC’s full portfolio or all institutional holders of SHY.