Avantax Advisory Services’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.77M | Sell |
110,136
-6,013
| -5% | -$151K | 0.02% | 652 |
|
|
2025
Q1 | $2.92M | Sell |
116,149
-13,330
| -10% | -$335K | 0.02% | 588 |
|
|
2024
Q4 | $3.24M | Buy |
129,479
+1,002
| +0.8% | +$25.1K | 0.02% | 533 |
|
|
2024
Q3 | $3.22M | Buy |
128,477
+5,451
| +4% | +$137K | 0.02% | 518 |
|
|
2024
Q2 | $3.06M | Sell |
123,026
-48,580
| -28% | -$1.21M | 0.02% | 519 |
|
|
2024
Q1 | $4.26M | Buy |
171,606
+100,123
| +140% | +$2.48M | 0.04% | 344 |
|
|
2023
Q4 | $1.77M | Buy |
71,483
+42,287
| +145% | +$1.05M | 0.02% | 537 |
|
|
2023
Q3 | $712K | Buy |
29,196
+11,624
| +66% | +$283K | 0.01% | 805 |
|
|
2023
Q2 | $428K | Sell |
17,572
-2,334
| -12% | -$56.9K | ﹤0.01% | 1010 |
|
|
2023
Q1 | $488K | Buy |
19,906
+3,111
| +19% | +$76.3K | 0.01% | 926 |
|
|
2022
Q4 | $408K | Buy |
+16,795
| New | +$408K | 0.01% | 957 |
|
|
2022
Q3 | – | Sell |
-9,761
| Closed | -$241K | – | 1357 |
|
|
2022
Q2 | $241K | Buy |
+9,761
| New | +$241K | ﹤0.01% | 1118 |
|
|
2022
Q1 | – | Hold |
0
| – | -$237K | – | 1187 |
|
|
2021
Q4 | – | Hold |
0
| – | -$240K | – | 1093 |
|
|
2021
Q3 | – | Hold |
0
| – | -$240K | – | 1021 |
|
|
2021
Q2 | – | Hold |
0
| – | -$235K | – | 995 |
|
|
2021
Q1 | – | Hold |
0
| – | -$268K | – | 906 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 772 |
|