Avantax Planning Partners’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $675K | Hold |
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|
2025
Q2 | $674K | Hold |
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|
2025
Q1 | $673K | Buy |
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|
2024
Q4 | $649K | Sell |
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|
2024
Q3 | $655K | Buy |
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|
2024
Q2 | $646K | Buy |
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|
2024
Q1 | $629K | Buy |
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|
2023
Q4 | $449K | Buy |
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|
2023
Q3 | $441K | Buy |
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|
2023
Q2 | $439K | Buy |
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|
2023
Q1 | $441K | Buy |
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|
2022
Q4 | $405K | Hold |
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|
2022
Q3 | $401K | Hold |
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|
2022
Q2 | $411K | Hold |
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|
2022
Q1 | $420K | Buy |
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|
2021
Q4 | $424K | Buy |
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|
2021
Q3 | $430K | Sell |
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|
2021
Q2 | $475K | Hold |
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|
2021
Q1 | $472K | Buy |
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|
2020
Q4 | $457K | Sell |
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|
2020
Q3 | $456K | Hold |
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|
2020
Q2 | $453K | Sell |
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|
2020
Q1 | $439K | Buy |
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|
2019
Q4 | $429K | Buy |
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|
2019
Q3 | $425K | Hold |
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|
2019
Q2 | $418K | Buy |
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|
2019
Q1 | $404K | Sell |
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|
2018
Q4 | $633K | Sell |
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|
2018
Q3 | $654K | Buy |
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|
2018
Q2 | $636K | Buy |
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|
2018
Q1 | $630K | Buy |
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|
2017
Q4 | $384K | Buy |
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|
2017
Q3 | $297K | Hold |
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|
2017
Q2 | $295K | Buy |
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|
2017
Q1 | $270K | Buy |
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|
2016
Q4 | $217K | Buy |
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