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Avantax Planning Partners’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Avantax Planning Partners’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$691K Sell
28,526
-652
-2% -$15.8K 0.02% 237
2025
Q4 		$707K Sell
29,178
-3
-0% -$73 0.02% 224
2025
Q3 		$709K Sell
29,181
-1
-0% -$24 0.02% 229
2025
Q2 		$708K Sell
29,182
-6
-0% -$145 0.02% 221
2025
Q1 		$707K Buy
29,188
+627
+2% +$15.1K 0.03% 210
2024
Q4 		$687K Sell
28,561
-1,044
-4% -$25.2K 0.02% 211
2024
Q3 		$719K Sell
29,605
-87,038
-75% -$2.1M 0.03% 201
2024
Q2 		$2.78M Sell
116,643
-58,534
-33% -$1.39M 0.09% 121
2024
Q1 		$4.18M Buy
175,177
+156,146
+820% +$3.72M 0.14% 95
2023
Q4 		$455K Buy
19,031
+24
+0.1% +$564 0.02% 248
2023
Q3 		$444K Buy
19,007
+528
+3% +$12.4K 0.02% 240
2023
Q2 		$434K Buy
18,479
+25
+0.1% +$591 0.02% 248
2023
Q1 		$438K Buy
18,454
+3,502
+23% +$82.4K 0.02% 246
2022
Q4 		$349K Hold
14,952
– – 0.01% 277
2022
Q3 		$345K Buy
14,952
+87
+0.6% +$2.07K 0.02% 266
2022
Q2 		$354K Hold
14,865
– – 0.02% 252
2022
Q1 		$366K Buy
+14,865
New +$376K 0.01% 254
2019
Q1 		– Sell
-12,229
Closed -$282K – 301
2018
Q4 		$282K Hold
12,229
– – 0.02% 208
2018
Q3 		$285K Buy
12,229
+1,367
+13% +$31.9K 0.02% 199
2018
Q2 		$253K Hold
10,862
– – 0.02% 201
2018
Q1 		$257K Buy
+10,862
New +$259K 0.02% 254

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Avantax Planning Partners's IBDR Position: Q1 2026 in Review

Avantax Planning Partners reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 2.2% in Q1 2026, selling an estimated $15.8K and leaving 28,526 shares worth $691K. The position accounts for 0.02% of the portfolio, ranked #237.

Avantax Planning Partners first reported a position in IBDR in Q1 2018 and has held it in 21 quarters since. The position peaked at $4.18M in Q1 2024. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

  • Avantax Planning Partners held 28,526 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $691K as of Q1 2026.
  • Avantax Planning Partners sold 652 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $15.8K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.02% of Avantax Planning Partners's portfolio in Q1 2026, its #237 holding.
  • Avantax Planning Partners first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2018 and has held it in 21 quarters since.
  • Avantax Planning Partners's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $4.18M in Q1 2024.
  • 439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.