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IBDP

Avantax Planning Partners’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Avantax Planning Partners’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-33,266
Closed -$839K – 459
2024
Q3 		$839K Sell
33,266
-740
-2% -$18.6K 0.03% 189
2024
Q2 		$855K Buy
34,006
+4,352
+15% +$109K 0.03% 220
2024
Q1 		$743K Buy
29,654
+11,633
+65% +$291K 0.02% 237
2023
Q4 		$449K Hold
18,021
– – 0.02% 251
2023
Q3 		$446K Hold
18,021
– – 0.02% 239
2023
Q2 		$444K Hold
18,021
– – 0.02% 243
2023
Q1 		$443K Buy
18,021
+1,360
+8% +$33.4K 0.02% 242
2022
Q4 		$407K Hold
16,661
– – 0.02% 255
2022
Q3 		$406K Hold
16,661
– – 0.02% 245
2022
Q2 		$412K Hold
16,661
– – 0.02% 237
2022
Q1 		$418K Buy
16,661
+335
+2% +$8.53K 0.02% 242
2021
Q4 		$423K Hold
16,326
– – 0.02% 233
2021
Q3 		$429K Sell
16,326
-1,547
-9% -$40.7K 0.02% 217
2021
Q2 		$471K Buy
17,873
+100
+0.6% +$2.64K 0.02% 207
2021
Q1 		$469K Buy
17,773
+756
+4% +$20K 0.02% 196
2020
Q4 		$452K Sell
17,017
-618
-4% -$16.4K 0.02% 192
2020
Q3 		$466K Hold
17,635
– – 0.02% 186
2020
Q2 		$465K Hold
17,635
– – 0.03% 177
2020
Q1 		$436K Buy
17,635
+926
+6% +$23.6K 0.03% 168
2019
Q4 		$429K Buy
16,709
+343
+2% +$8.8K 0.03% 193
2019
Q3 		$420K Hold
16,366
– – 0.03% 194
2019
Q2 		$415K Hold
16,366
– – 0.03% 193
2019
Q1 		$407K Sell
16,366
-10,523
-39% -$257K 0.03% 190
2018
Q4 		$643K Sell
26,889
-543
-2% -$12.9K 0.05% 126
2018
Q3 		$661K Buy
27,432
+1,035
+4% +$25K 0.05% 118
2018
Q2 		$635K Buy
26,397
+585
+2% +$14.1K 0.06% 112
2018
Q1 		$630K Sell
25,812
-1,427
-5% -$35.1K 0.05% 151
2017
Q4 		$682K Buy
27,239
+3,536
+15% +$88.8K 0.06% 138
2017
Q3 		$597K Hold
23,703
– – 0.05% 179
2017
Q2 		$594K Buy
23,703
+871
+4% +$21.8K 0.05% 168
2017
Q1 		$565K Buy
22,832
+2,016
+10% +$49.6K 0.05% 169
2016
Q4 		$510K Buy
+20,816
New +$518K 0.05% 161

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Avantax Planning Partners's IBDP Position: Q4 2024 in Review

Avantax Planning Partners sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 33,266 shares — an estimated $839K sold.

Avantax Planning Partners first reported a position in IBDP in Q4 2016 and held it in 32 quarters. The position peaked at $855K in Q2 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Avantax Planning Partners reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Avantax Planning Partners sold 33,266 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $839K.
  • Avantax Planning Partners first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2016 and held it in 32 quarters.
  • Avantax Planning Partners's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $855K in Q2 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Avantax Planning Partners's 13F filing for Q4 2024, filed 7 Feb 2025.