Avantax Advisory Services’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Avantax Advisory Services’s Portfolio IBDN Stock Details IBDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-100,937	Closed	-$2.53M	–	1484
2022 Q3	$2.53M	Buy	100,937 +82,106	+436%	+$2.05M	0.04%	336
2022 Q2	$471K	Buy	+18,831	New	+$471K	0.01%	810

Other funds holding IBDN

OIA

Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Avantax Advisory Services's IBDN Position: Q4 2022 in Review

Avantax Advisory Services sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 100,937 shares — an estimated $2.53M sold.

Avantax Advisory Services first reported a position in IBDN in Q2 2022 and held it in 2 quarters. The position peaked at $2.53M in Q3 2022. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

Avantax Advisory Services reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
Avantax Advisory Services sold 100,937 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $2.53M.
Avantax Advisory Services first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q2 2022 and held it in 2 quarters.
Avantax Advisory Services's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $2.53M in Q3 2022.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Avantax Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.