Avantax Advisory Services’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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%	+$136K	0.02%	518
2024 Q2	$3.06M	Sell	123,026 -48,580	-28%	-$1.2M	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%	+$1.04M	0.02%	537
2023 Q3	$712K	Buy	29,196 +11,624	+66%	+$284K	0.01%	805
2023 Q2	$428K	Sell	17,572 -2,334	-12%	-$57.1K	﹤0.01%	1010
2023 Q1	$488K	Buy	19,906 +3,111	+19%	+$76K	0.01%	926
2022 Q4	$408K	Buy	+16,795	New	+$407K	0.01%	957
2022 Q3	–	Sell	-9,761	Closed	-$241K	–	1357
2022 Q2	$241K	Buy	+9,761	New	+$243K	﹤0.01%	1118
2022 Q1	–	Hold	0	–	–	–	1187
2021 Q4	–	Hold	0	–	–	–	1093
2021 Q3	–	Hold	0	–	–	–	1021
2021 Q2	–	Hold	0	–	–	–	995
2021 Q1	–	Hold	0	–	–	–	906
2020 Q4	–	Hold	0	–	–	–	772

Other funds holding IBDQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Avantax Advisory Services's IBDQ Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) stake by 5.2% in Q2 2025, selling an estimated $151K and leaving 110,136 shares worth $2.77M. The position accounts for 0.02% of the portfolio, ranked #652.

Avantax Advisory Services first reported a position in IBDQ in Q2 2022 and has held it in 12 quarters since. The position peaked at $4.26M in Q1 2024. 392 funds tracked by Wall St. Rank hold IBDQ as of Q2 2025.

Avantax Advisory Services held 110,136 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $2.77M as of Q2 2025.
Avantax Advisory Services sold 6,013 iShares iBonds Dec 2025 Term Corporate ETF shares in Q2 2025, an estimated $151K.
iShares iBonds Dec 2025 Term Corporate ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #652 holding.
Avantax Advisory Services first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2022 and has held it in 12 quarters since.
Avantax Advisory Services's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $4.26M in Q1 2024.
392 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.