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Avantax Advisory Services’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Avantax Advisory Services’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-8,982
Closed -$204K – 1515
2022
Q4 		$204K Buy
+8,982
New +$204K ﹤0.01% 1305

Other funds holding IBTG

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avantax Advisory Services's IBTG Position: Q1 2023 in Review

Avantax Advisory Services sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q1 2023, closing a stake of 8,982 shares — an estimated $204K sold.

Avantax Advisory Services first reported a position in IBTG in Q4 2022 and held it in 1 quarter. The position peaked at $204K in Q4 2022. 86 funds tracked by Wall St. Rank hold IBTG as of Q1 2023.

  • Avantax Advisory Services reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
  • Avantax Advisory Services sold 8,982 iShares iBonds Dec 2026 Term Treasury ETF shares in Q1 2023, an estimated $204K.
  • Avantax Advisory Services first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2022 and held it in 1 quarter.
  • Avantax Advisory Services's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $204K in Q4 2022.
  • 86 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2023.

Based on Avantax Advisory Services's 13F filing for Q1 2023, filed 28 Apr 2023.