Avantax Planning Partners’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $674K | Hold |
26,778
| – | – | 0.02% | 230 |
|
|
2025
Q1 | $673K | Buy |
26,778
+877
| +3% | +$22.1K | 0.02% | 216 |
|
|
2024
Q4 | $649K | Sell |
25,901
-191
| -0.7% | -$4.79K | 0.02% | 221 |
|
|
2024
Q3 | $655K | Buy |
26,092
+109
| +0.4% | +$2.74K | 0.02% | 218 |
|
|
2024
Q2 | $646K | Buy |
25,983
+635
| +3% | +$15.8K | 0.02% | 250 |
|
|
2024
Q1 | $629K | Buy |
25,348
+7,229
| +40% | +$179K | 0.02% | 262 |
|
|
2023
Q4 | $449K | Buy |
18,119
+10
| +0.1% | +$248 | 0.02% | 252 |
|
|
2023
Q3 | $441K | Buy |
18,109
+110
| +0.6% | +$2.68K | 0.02% | 241 |
|
|
2023
Q2 | $439K | Buy |
17,999
+23
| +0.1% | +$561 | 0.02% | 247 |
|
|
2023
Q1 | $441K | Buy |
17,976
+1,342
| +8% | +$32.9K | 0.02% | 243 |
|
|
2022
Q4 | $405K | Hold |
16,634
| – | – | 0.02% | 257 |
|
|
2022
Q3 | $401K | Hold |
16,634
| – | – | 0.02% | 246 |
|
|
2022
Q2 | $411K | Hold |
16,634
| – | – | 0.02% | 238 |
|
|
2022
Q1 | $420K | Buy |
16,634
+592
| +4% | +$14.9K | 0.02% | 240 |
|
|
2021
Q4 | $424K | Buy |
16,042
+21
| +0.1% | +$555 | 0.02% | 231 |
|
|
2021
Q3 | $430K | Sell |
16,021
-1,583
| -9% | -$42.5K | 0.02% | 214 |
|
|
2021
Q2 | $475K | Hold |
17,604
| – | – | 0.02% | 203 |
|
|
2021
Q1 | $472K | Buy |
17,604
+894
| +5% | +$24K | 0.02% | 194 |
|
|
2020
Q4 | $457K | Sell |
16,710
-86
| -0.5% | -$2.35K | 0.02% | 188 |
|
|
2020
Q3 | $456K | Hold |
16,796
| – | – | 0.02% | 187 |
|
|
2020
Q2 | $453K | Sell |
16,796
-785
| -4% | -$21.2K | 0.03% | 180 |
|
|
2020
Q1 | $439K | Buy |
17,581
+1,061
| +6% | +$26.5K | 0.03% | 167 |
|
|
2019
Q4 | $429K | Buy |
16,520
+97
| +0.6% | +$2.52K | 0.03% | 190 |
|
|
2019
Q3 | $425K | Hold |
16,423
| – | – | 0.03% | 192 |
|
|
2019
Q2 | $418K | Buy |
16,423
+197
| +1% | +$5.01K | 0.03% | 192 |
|
|
2019
Q1 | $404K | Sell |
16,226
-10,605
| -40% | -$264K | 0.03% | 191 |
|
|
2018
Q4 | $633K | Sell |
26,831
-512
| -2% | -$12.1K | 0.05% | 127 |
|
|
2018
Q3 | $654K | Buy |
27,343
+749
| +3% | +$17.9K | 0.05% | 119 |
|
|
2018
Q2 | $636K | Buy |
26,594
+649
| +3% | +$15.5K | 0.06% | 111 |
|
|
2018
Q1 | $630K | Buy |
25,945
+10,605
| +69% | +$258K | 0.05% | 150 |
|
|
2017
Q4 | $384K | Buy |
15,340
+3,542
| +30% | +$88.7K | 0.04% | 198 |
|
|
2017
Q3 | $297K | Hold |
11,798
| – | – | 0.02% | 271 |
|
|
2017
Q2 | $295K | Buy |
11,798
+854
| +8% | +$21.4K | 0.02% | 257 |
|
|
2017
Q1 | $270K | Buy |
10,944
+2,033
| +23% | +$50.2K | 0.02% | 256 |
|
|
2016
Q4 | $217K | Buy |
+8,911
| New | +$217K | 0.02% | 284 |
|