Avantax Planning Partners’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $709K | Sell |
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|
2025
Q2 | $708K | Sell |
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|
2025
Q1 | $707K | Buy |
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|
2024
Q4 | $687K | Sell |
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|
2024
Q3 | $719K | Sell |
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|
2024
Q2 | $2.78M | Sell |
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|
2024
Q1 | $4.18M | Buy |
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|
2023
Q4 | $455K | Buy |
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|
2023
Q3 | $444K | Buy |
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|
2023
Q2 | $434K | Buy |
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|
2023
Q1 | $438K | Buy |
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|
2022
Q4 | $349K | Hold |
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|
2022
Q3 | $345K | Buy |
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|
2022
Q2 | $354K | Hold |
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|
2022
Q1 | $366K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $282K | Hold |
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|
2018
Q3 | $285K | Buy |
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|
2018
Q2 | $253K | Hold |
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|
2018
Q1 | $257K | Buy |
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