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Avantax Advisory Services’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Avantax Advisory Services’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$460K Buy
18,967
+1,529
+9% +$37.1K ﹤0.01% 1626
2025
Q1 		$422K Buy
17,438
+8,498
+95% +$205K ﹤0.01% 1614
2024
Q4 		$214K Buy
8,940
+219
+3% +$5.25K ﹤0.01% 2016
2024
Q3 		$213K Buy
+8,721
New +$213K ﹤0.01% 1973