Avantax Planning Partners’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-16,746
| Closed | -$425K | – | 389 |
|
|
2023
Q3 | $425K | Hold |
16,746
| – | – | 0.02% | 244 |
|
|
2023
Q2 | $424K | Hold |
16,746
| – | – | 0.02% | 250 |
|
|
2023
Q1 | $422K | Hold |
16,746
| – | – | 0.02% | 248 |
|
|
2022
Q4 | $419K | Hold |
16,746
| – | – | 0.02% | 252 |
|
|
2022
Q3 | $418K | Hold |
16,746
| – | – | 0.02% | 241 |
|
|
2022
Q2 | $420K | Hold |
16,746
| – | – | 0.02% | 234 |
|
|
2022
Q1 | $423K | Buy |
16,746
+215
| +1% | +$5.43K | 0.02% | 239 |
|
|
2021
Q4 | $424K | Hold |
16,531
| – | – | 0.02% | 232 |
|
|
2021
Q3 | $430K | Sell |
16,531
-1,102
| -6% | -$28.7K | 0.02% | 215 |
|
|
2021
Q2 | $460K | Buy |
17,633
+154
| +0.9% | +$4.02K | 0.02% | 211 |
|
|
2021
Q1 | $457K | Buy |
17,479
+800
| +5% | +$20.9K | 0.02% | 201 |
|
|
2020
Q4 | $438K | Buy |
16,679
+223
| +1% | +$5.86K | 0.02% | 196 |
|
|
2020
Q3 | $432K | Hold |
16,456
| – | – | 0.02% | 193 |
|
|
2020
Q2 | $432K | Sell |
16,456
-837
| -5% | -$22K | 0.02% | 188 |
|
|
2020
Q1 | $432K | Buy |
17,293
+325
| +2% | +$8.12K | 0.03% | 169 |
|
|
2019
Q4 | $434K | Buy |
16,968
+112
| +0.7% | +$2.87K | 0.03% | 189 |
|
|
2019
Q3 | $432K | Buy |
16,856
+433
| +3% | +$11.1K | 0.03% | 188 |
|
|
2019
Q2 | $415K | Hold |
16,423
| – | – | 0.03% | 194 |
|
|
2019
Q1 | $411K | Sell |
16,423
-10,476
| -39% | -$262K | 0.03% | 189 |
|
|
2018
Q4 | $651K | Sell |
26,899
-4,306
| -14% | -$104K | 0.05% | 124 |
|
|
2018
Q3 | $758K | Buy |
31,205
+5,481
| +21% | +$133K | 0.06% | 103 |
|
|
2018
Q2 | $625K | Hold |
25,724
| – | – | 0.06% | 117 |
|
|
2018
Q1 | $630K | Sell |
25,724
-1,449
| -5% | -$35.5K | 0.05% | 152 |
|
|
2017
Q4 | $681K | Buy |
27,173
+3,559
| +15% | +$89.2K | 0.06% | 139 |
|
|
2017
Q3 | $599K | Hold |
23,614
| – | – | 0.05% | 177 |
|
|
2017
Q2 | $595K | Buy |
23,614
+868
| +4% | +$21.9K | 0.05% | 166 |
|
|
2017
Q1 | $567K | Buy |
22,746
+2,017
| +10% | +$50.3K | 0.05% | 166 |
|
|
2016
Q4 | $512K | Buy |
+20,729
| New | +$512K | 0.05% | 160 |
|