Avantax Advisory Services’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Avantax Advisory Services’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
2023 Q4	–	Sell	-13,971	Closed	-$354K	–	1688
2023 Q3	$354K	Buy	+13,971	New	+$353K	﹤0.01%	1102
2023 Q2	–	Sell	-8,861	Closed	-$223K	–	1588
2023 Q1	$223K	Buy	+8,861	New	+$223K	﹤0.01%	1306
2022 Q3	–	Sell	-31,231	Closed	-$784K	–	1395
2022 Q2	$784K	Buy	+31,231	New	+$786K	0.01%	624

Other funds holding IBDO

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

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

LWANC

Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

HNB

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

Avantax Advisory Services's IBDO Position: Q4 2023 in Review

Avantax Advisory Services sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 13,971 shares — an estimated $354K sold.

Avantax Advisory Services first reported a position in IBDO in Q2 2022 and held it in 3 quarters. The position peaked at $784K in Q2 2022. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

Avantax Advisory Services reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
Avantax Advisory Services sold 13,971 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $354K.
Avantax Advisory Services first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2022 and held it in 3 quarters.
Avantax Advisory Services's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $784K in Q2 2022.
5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Avantax Advisory Services's 13F filing for Q4 2023, filed 7 Feb 2024.