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IBDQ

Avantax Planning Partners’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Avantax Planning Partners’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-26,778
Closed -$675K – 448
2025
Q3 		$675K Hold
26,778
– – 0.02% 231
2025
Q2 		$674K Hold
26,778
– – 0.02% 230
2025
Q1 		$673K Buy
26,778
+877
+3% +$22K 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% +$2.72K 0.02% 218
2024
Q2 		$646K Buy
25,983
+635
+3% +$15.7K 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% +$245 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% +$563 0.02% 247
2023
Q1 		$441K Buy
17,976
+1,342
+8% +$32.8K 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% +$15.3K 0.02% 240
2021
Q4 		$424K Buy
16,042
+21
+0.1% +$558 0.02% 231
2021
Q3 		$430K Sell
16,021
-1,583
-9% -$42.7K 0.02% 214
2021
Q2 		$475K Hold
17,604
– – 0.02% 203
2021
Q1 		$472K Buy
17,604
+894
+5% +$24.2K 0.02% 194
2020
Q4 		$457K Sell
16,710
-86
-0.5% -$2.34K 0.02% 188
2020
Q3 		$456K Hold
16,796
– – 0.02% 187
2020
Q2 		$453K Sell
16,796
-785
-4% -$20.6K 0.03% 180
2020
Q1 		$439K Buy
17,581
+1,061
+6% +$27.3K 0.03% 167
2019
Q4 		$429K Buy
16,520
+97
+0.6% +$2.51K 0.03% 190
2019
Q3 		$425K Hold
16,423
– – 0.03% 192
2019
Q2 		$418K Buy
16,423
+197
+1% +$4.93K 0.03% 192
2019
Q1 		$404K Sell
16,226
-10,605
-40% -$258K 0.03% 191
2018
Q4 		$633K Sell
26,831
-512
-2% -$12.1K 0.05% 127
2018
Q3 		$654K Buy
27,343
+749
+3% +$18K 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% +$259K 0.05% 150
2017
Q4 		$384K Buy
15,340
+3,542
+30% +$88.8K 0.04% 198
2017
Q3 		$297K Hold
11,798
– – 0.02% 271
2017
Q2 		$295K Buy
11,798
+854
+8% +$21.3K 0.02% 257
2017
Q1 		$270K Buy
10,944
+2,033
+23% +$49.8K 0.02% 256
2016
Q4 		$217K Buy
+8,911
New +$221K 0.02% 284

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Avantax Planning Partners's IBDQ Position: Q4 2025 in Review

Avantax Planning Partners sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 26,778 shares — an estimated $675K sold.

Avantax Planning Partners first reported a position in IBDQ in Q4 2016 and held it in 36 quarters. The position peaked at $675K in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Avantax Planning Partners reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Avantax Planning Partners sold 26,778 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $675K.
  • Avantax Planning Partners first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2016 and held it in 36 quarters.
  • Avantax Planning Partners's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $675K in Q3 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Avantax Planning Partners's 13F filing for Q4 2025, filed 5 Feb 2026.