Avantax Advisory Services’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$246K Buy
11,209
+104
+0.9% +$2.25K ﹤0.01% 2063
2025
Q1
$241K Sell
11,105
-3
-0% -$64 ﹤0.01% 1981
2024
Q4
$237K Buy
+11,108
New +$240K ﹤0.01% 1948

Other funds holding IBDV

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

Avantax Advisory Services increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 0.94% in Q2 2025, buying an estimated $2.25K and bringing the position to 11,209 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #2063.

Avantax Advisory Services first reported a position in IBDV in Q4 2024 and has held it in 3 quarters since. 246 funds tracked by Wall St. Rank hold IBDV as of Q2 2025.

  • Avantax Advisory Services held 11,209 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $246K as of Q2 2025.
  • Avantax Advisory Services bought 104 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2025, an estimated $2.25K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2063 holding.
  • Avantax Advisory Services first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2024 and has held it in 3 quarters since.
  • 246 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2025.

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