Avantax Advisory Services’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Avantax Advisory Services’s Portfolio IBDY Stock Details IBDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$576K	Buy	22,243 +248	+1%	+$6.29K	﹤0.01%	1502
2025 Q1	$562K	Buy	21,995 +2,970	+16%	+$75.1K	﹤0.01%	1432
2024 Q4	$478K	Buy	19,025 +3,046	+19%	+$78K	﹤0.01%	1475
2024 Q3	$422K	Buy	15,979 +171	+1%	+$4.43K	﹤0.01%	1528
2024 Q2	$398K	Buy	15,808 +4,382	+38%	+$110K	﹤0.01%	1516
2024 Q1	$291K	Buy	11,426 +3,407	+42%	+$86.6K	﹤0.01%	1313
2023 Q4	$207K	Buy	+8,019	New	+$196K	﹤0.01%	1462

Other funds holding IBDY

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

EFP

Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

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

Avantax Advisory Services increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 1.1% in Q2 2025, buying an estimated $6.29K and bringing the position to 22,243 shares worth $576K. The position accounts for ﹤0.01% of the portfolio, ranked #1502.

Avantax Advisory Services first reported a position in IBDY in Q4 2023 and has held it in 7 quarters since. 120 funds tracked by Wall St. Rank hold IBDY as of Q2 2025.

Avantax Advisory Services held 22,243 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $576K as of Q2 2025.
Avantax Advisory Services bought 248 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2025, an estimated $6.29K.
iShares iBonds Dec 2033 Term Corporate ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1502 holding.
Avantax Advisory Services first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2023 and has held it in 7 quarters since.
120 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2025.

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