Avantax Advisory Services’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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%	+$60.5K	﹤0.01%	1318
2024 Q3	$565K	Buy	23,234 +166	+0.7%	+$4K	﹤0.01%	1333
2024 Q2	$549K	Buy	23,068 +2,001	+9%	+$47.5K	﹤0.01%	1298
2024 Q1	$502K	Buy	21,067 +6,699	+47%	+$160K	﹤0.01%	1034
2023 Q4	$343K	Buy	14,368 +835	+6%	+$19.6K	﹤0.01%	1164
2023 Q3	$316K	Buy	+13,533	New	+$317K	﹤0.01%	1168

Other funds holding IBDR

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

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

Avantax Advisory Services reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 2.8% in Q2 2025, selling an estimated $20.5K and leaving 29,570 shares worth $717K. The position accounts for ﹤0.01% of the portfolio, ranked #1365.

Avantax Advisory Services first reported a position in IBDR in Q3 2023 and has held it in 8 quarters since. The position peaked at $736K in Q1 2025. 408 funds tracked by Wall St. Rank hold IBDR as of Q2 2025.

Avantax Advisory Services held 29,570 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $717K as of Q2 2025.
Avantax Advisory Services sold 847 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2025, an estimated $20.5K.
iShares iBonds Dec 2026 Term Corporate ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1365 holding.
Avantax Advisory Services first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2023 and has held it in 8 quarters since.
Avantax Advisory Services's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $736K in Q1 2025.
408 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2025.

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