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IBDN

Avantax Planning Partners’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Avantax Planning Partners’s Portfolio IBDN Stock Details IBDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-17,053
Closed -$427K – 385
2022
Q3 		$427K Hold
17,053
– – 0.02% 238
2022
Q2 		$426K Hold
17,053
– – 0.02% 231
2022
Q1 		$427K Buy
17,053
+109
+0.6% +$2.73K 0.02% 237
2021
Q4 		$426K Hold
16,944
– – 0.02% 229
2021
Q3 		$429K Sell
16,944
-1,655
-9% -$41.9K 0.02% 218
2021
Q2 		$472K Buy
18,599
+182
+1% +$4.63K 0.02% 204
2021
Q1 		$469K Buy
18,417
+743
+4% +$18.9K 0.02% 197
2020
Q4 		$452K Buy
17,674
+260
+1% +$6.65K 0.02% 193
2020
Q3 		$446K Hold
17,414
– – 0.02% 190
2020
Q2 		$447K Sell
17,414
-616
-3% -$15.6K 0.03% 183
2020
Q1 		$447K Buy
18,030
+347
+2% +$8.71K 0.03% 163
2019
Q4 		$447K Buy
17,683
+340
+2% +$8.6K 0.03% 187
2019
Q3 		$439K Hold
17,343
– – 0.03% 184
2019
Q2 		$435K Buy
17,343
+396
+2% +$9.88K 0.03% 187
2019
Q1 		$422K Sell
16,947
-10,506
-38% -$258K 0.03% 182
2018
Q4 		$664K Sell
27,453
-730
-3% -$17.6K 0.05% 122
2018
Q3 		$686K Buy
28,183
+2,378
+9% +$57.9K 0.05% 113
2018
Q2 		$628K Hold
25,805
– – 0.06% 115
2018
Q1 		$632K Sell
25,805
-1,444
-5% -$35.6K 0.05% 149
2017
Q4 		$681K Buy
27,249
+3,592
+15% +$90.1K 0.06% 140
2017
Q3 		$598K Hold
23,657
– – 0.05% 178
2017
Q2 		$595K Buy
23,657
+883
+4% +$22.2K 0.05% 167
2017
Q1 		$567K Hold
22,774
– – 0.05% 167
2016
Q4 		$565K Buy
+22,774
New +$571K 0.06% 152

Other funds holding IBDN

OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Avantax Planning Partners's IBDN Position: Q4 2022 in Review

Avantax Planning Partners sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 17,053 shares — an estimated $427K sold.

Avantax Planning Partners first reported a position in IBDN in Q4 2016 and held it in 24 quarters. The position peaked at $686K in Q3 2018. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

  • Avantax Planning Partners reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • Avantax Planning Partners sold 17,053 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $427K.
  • Avantax Planning Partners first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q4 2016 and held it in 24 quarters.
  • Avantax Planning Partners's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $686K in Q3 2018.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Avantax Planning Partners's 13F filing for Q4 2022, filed 10 Feb 2023.