Avantax Advisory Services’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $717K | Sell |
29,570
-847
| -3% | -$20.5K | ﹤0.01% | 1365 |
|
|
2025
Q1 | $736K | Buy |
30,417
+4,673
| +18% | +$113K | ﹤0.01% | 1261 |
|
|
2024
Q4 | $620K | Buy |
25,744
+2,510
| +11% | +$60.4K | ﹤0.01% | 1318 |
|
|
2024
Q3 | $565K | Buy |
23,234
+166
| +0.7% | +$4.03K | ﹤0.01% | 1333 |
|
|
2024
Q2 | $549K | Buy |
23,068
+2,001
| +9% | +$47.7K | ﹤0.01% | 1298 |
|
|
2024
Q1 | $502K | Buy |
21,067
+6,699
| +47% | +$160K | ﹤0.01% | 1034 |
|
|
2023
Q4 | $343K | Buy |
14,368
+835
| +6% | +$20K | ﹤0.01% | 1164 |
|
|
2023
Q3 | $316K | Buy |
+13,533
| New | +$316K | ﹤0.01% | 1168 |
|