Avantax Advisory Services’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$466K Buy
18,434
+1,217
+7% +$30.2K ﹤0.01% 1621
2025
Q1
$430K Buy
17,217
+2,515
+17% +$62.2K ﹤0.01% 1605
2024
Q4
$361K Buy
14,702
+4,160
+39% +$104K ﹤0.01% 1659
2024
Q3
$271K Buy
10,542
+135
+1% +$3.41K ﹤0.01% 1827
2024
Q2
$256K Buy
10,407
+761
+8% +$18.6K ﹤0.01% 1805
2024
Q1
$239K Buy
9,646
+1,429
+17% +$35.4K ﹤0.01% 1435
2023
Q4
$207K Buy
+8,217
New +$196K ﹤0.01% 1461

Other funds holding IBDX

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

Avantax Advisory Services increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 7.1% in Q2 2025, buying an estimated $30.2K and bringing the position to 18,434 shares worth $466K. The position accounts for ﹤0.01% of the portfolio, ranked #1621.

Avantax Advisory Services first reported a position in IBDX in Q4 2023 and has held it in 7 quarters since. 156 funds tracked by Wall St. Rank hold IBDX as of Q2 2025.

  • Avantax Advisory Services held 18,434 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $466K as of Q2 2025.
  • Avantax Advisory Services bought 1,217 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2025, an estimated $30.2K.
  • iShares iBonds Dec 2032 Term Corporate ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1621 holding.
  • Avantax Advisory Services first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2023 and has held it in 7 quarters since.
  • 156 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2025.

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