AAS
IBDP

Avantax Advisory Services’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Avantax Advisory Services’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-105,517
Closed -$2.66M – 2293
2024
Q3 		$2.66M Sell
105,517
-5,068
-5% -$127K 0.02% 581
2024
Q2 		$2.78M Sell
110,585
-55,654
-33% -$1.39M 0.02% 551
2024
Q1 		$4.16M Buy
166,239
+65,393
+65% +$1.63M 0.04% 351
2023
Q4 		$2.51M Buy
100,846
+66,651
+195% +$1.65M 0.02% 447
2023
Q3 		$846K Buy
34,195
+9,782
+40% +$241K 0.01% 747
2023
Q2 		$601K Sell
24,413
-2,284
-9% -$56.2K 0.01% 876
2023
Q1 		$656K Buy
26,697
+6,616
+33% +$162K 0.01% 809
2022
Q4 		$490K Buy
20,081
+10,674
+113% +$260K 0.01% 875
2022
Q3 		$229K Sell
9,407
-9,643
-51% -$238K ﹤0.01% 1139
2022
Q2 		$471K Buy
+19,050
New +$474K 0.01% 809

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Avantax Advisory Services's IBDP Position: Q4 2024 in Review

Avantax Advisory Services sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 105,517 shares — an estimated $2.66M sold.

Avantax Advisory Services first reported a position in IBDP in Q2 2022 and held it in 10 quarters. The position peaked at $4.16M in Q1 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Avantax Advisory Services reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 105,517 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $2.66M.
  • Avantax Advisory Services first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2022 and held it in 10 quarters.
  • Avantax Advisory Services's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $4.16M in Q1 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Avantax Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.