Avantax Planning Partners’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $708K | Sell |
29,182
-6
| -0% | -$146 | 0.02% | 221 |
|
|
2025
Q1 | $707K | Buy |
29,188
+627
| +2% | +$15.2K | 0.03% | 210 |
|
|
2024
Q4 | $687K | Sell |
28,561
-1,044
| -4% | -$25.1K | 0.02% | 211 |
|
|
2024
Q3 | $719K | Sell |
29,605
-87,038
| -75% | -$2.12M | 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% | +$574 | 0.02% | 248 |
|
|
2023
Q3 | $444K | Buy |
19,007
+528
| +3% | +$12.3K | 0.02% | 240 |
|
|
2023
Q2 | $434K | Buy |
18,479
+25
| +0.1% | +$587 | 0.02% | 248 |
|
|
2023
Q1 | $438K | Buy |
18,454
+3,502
| +23% | +$83.1K | 0.02% | 246 |
|
|
2022
Q4 | $349K | Hold |
14,952
| – | – | 0.01% | 277 |
|
|
2022
Q3 | $345K | Buy |
14,952
+87
| +0.6% | +$2.01K | 0.02% | 266 |
|
|
2022
Q2 | $354K | Hold |
14,865
| – | – | 0.02% | 252 |
|
|
2022
Q1 | $366K | Buy |
+14,865
| New | +$366K | 0.01% | 254 |
|
|
2019
Q1 | – | Sell |
-12,229
| Closed | -$282K | – | 300 |
|
|
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 | +$257K | 0.02% | 254 |
|