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Avantax Advisory Services’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Avantax Advisory Services’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$390K Buy
18,521
+721
+4% +$14.9K ﹤0.01% 1734
2025
Q1 		$369K Buy
17,800
+3,000
+20% +$61.6K ﹤0.01% 1698
2024
Q4 		$301K Buy
14,800
+2,793
+23% +$57.8K ﹤0.01% 1773
2024
Q3 		$255K Buy
12,007
+155
+1% +$3.23K ﹤0.01% 1872
2024
Q2 		$240K Sell
11,852
-2,214
-16% -$44.7K ﹤0.01% 1844
2024
Q1 		$288K Buy
14,066
+4,089
+41% +$83.6K ﹤0.01% 1318
2023
Q4 		$207K Buy
+9,977
New +$196K ﹤0.01% 1463

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

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

Avantax Advisory Services increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 4.1% in Q2 2025, buying an estimated $14.9K and bringing the position to 18,521 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #1734.

Avantax Advisory Services first reported a position in IBDW in Q4 2023 and has held it in 7 quarters since. 211 funds tracked by Wall St. Rank hold IBDW as of Q2 2025.

  • Avantax Advisory Services held 18,521 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $390K as of Q2 2025.
  • Avantax Advisory Services bought 721 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2025, an estimated $14.9K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1734 holding.
  • Avantax Advisory Services first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2023 and has held it in 7 quarters since.
  • 211 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2025.

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