Avantax Advisory Services’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
Bought
Maintained
Sold
Other funds holding IBDS
CAI
HPC
ACA
Avantax Advisory Services's IBDS Position: Q2 2025 in Review
Avantax Advisory Services increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 8.8% in Q2 2025, buying an estimated $36.9K and bringing the position to 18,967 shares worth $460K. The position accounts for ﹤0.01% of the portfolio, ranked #1626.
Avantax Advisory Services first reported a position in IBDS in Q3 2024 and has held it in 4 quarters since. 371 funds tracked by Wall St. Rank hold IBDS as of Q2 2025.
- Avantax Advisory Services held 18,967 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $460K as of Q2 2025.
- Avantax Advisory Services bought 1,529 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2025, an estimated $36.9K.
- iShares iBonds Dec 2027 Term Corporate ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1626 holding.
- Avantax Advisory Services first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2024 and has held it in 4 quarters since.
- 371 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2025.
Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.