Avantax Advisory Services’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-45,055	Closed	-$1.12M	–	1689
2023 Q3	$1.12M	Sell	45,055 -52,392	-54%	-$1.3M	0.01%	644
2023 Q2	$2.42M	Buy	97,447 +8,551	+10%	+$212K	0.03%	405
2023 Q1	$2.21M	Buy	88,896 +65,001	+272%	+$1.61M	0.03%	415
2022 Q4	$590K	Buy	+23,895	New	+$591K	0.01%	798

Other funds holding IBTD

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Avantax Advisory Services's IBTD Position: Q4 2023 in Review

Avantax Advisory Services sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 45,055 shares — an estimated $1.12M sold.

Avantax Advisory Services first reported a position in IBTD in Q4 2022 and held it in 4 quarters. The position peaked at $2.42M in Q2 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

Avantax Advisory Services reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Avantax Advisory Services sold 45,055 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $1.12M.
Avantax Advisory Services first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q4 2022 and held it in 4 quarters.
Avantax Advisory Services's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $2.42M in Q2 2023.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Avantax Advisory Services's 13F filing for Q4 2023, filed 7 Feb 2024.