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IBDO

Avantax Planning Partners’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Avantax Planning Partners’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value 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% +$5.47K 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% +$5.85K 0.02% 196
2020
Q3 		$432K Hold
16,456
– – 0.02% 193
2020
Q2 		$432K Sell
16,456
-837
-5% -$21.6K 0.02% 188
2020
Q1 		$432K Buy
17,293
+325
+2% +$8.25K 0.03% 169
2019
Q4 		$434K Buy
16,968
+112
+0.7% +$2.86K 0.03% 189
2019
Q3 		$432K Buy
16,856
+433
+3% +$11K 0.03% 188
2019
Q2 		$415K Hold
16,423
– – 0.03% 194
2019
Q1 		$411K Sell
16,423
-10,476
-39% -$258K 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% -$35.8K 0.05% 152
2017
Q4 		$681K Buy
27,173
+3,559
+15% +$89.6K 0.06% 139
2017
Q3 		$599K Hold
23,614
– – 0.05% 177
2017
Q2 		$595K Buy
23,614
+868
+4% +$21.8K 0.05% 166
2017
Q1 		$567K Buy
22,746
+2,017
+10% +$50K 0.05% 166
2016
Q4 		$512K Buy
+20,729
New +$519K 0.05% 160

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Avantax Planning Partners's IBDO Position: Q4 2023 in Review

Avantax Planning Partners sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 16,746 shares — an estimated $425K sold.

Avantax Planning Partners first reported a position in IBDO in Q4 2016 and held it in 28 quarters. The position peaked at $758K in Q3 2018. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Avantax Planning Partners reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Avantax Planning Partners sold 16,746 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $425K.
  • Avantax Planning Partners first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2016 and held it in 28 quarters.
  • Avantax Planning Partners's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $758K in Q3 2018.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Avantax Planning Partners's 13F filing for Q4 2023, filed 9 Feb 2024.