Avantax Advisory Services’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
Bought
Maintained
Sold
Other funds holding IBDT
CIA
CAI
Avantax Advisory Services's IBDT Position: Q2 2025 in Review
Avantax Advisory Services increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 14% in Q2 2025, buying an estimated $35.1K and bringing the position to 10,997 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #1968.
Avantax Advisory Services first reported a position in IBDT in Q3 2024 and has held it in 4 quarters since. 361 funds tracked by Wall St. Rank hold IBDT as of Q2 2025.
- Avantax Advisory Services held 10,997 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $280K as of Q2 2025.
- Avantax Advisory Services bought 1,392 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2025, an estimated $35.1K.
- iShares iBonds Dec 2028 Term Corporate ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1968 holding.
- Avantax Advisory Services first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2024 and has held it in 4 quarters since.
- 361 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2025.
Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.