AAS
IBTD

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 Shares
Change % 		Capital Flow 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 +$590K 0.01% 798