Avantax Planning Partners’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Avantax Planning Partners’s Portfolio IBDS Stock Details IBDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$253K	Hold	10,447	–	–	0.01%	380
2025 Q4	$254K	Hold	10,447	–	–	0.01%	376
2025 Q3	$254K	Hold	10,447	–	–	0.01%	383
2025 Q2	$254K	Hold	10,447	–	–	0.01%	385
2025 Q1	$253K	Buy	10,447 +919	+10%	+$22.1K	0.01%	369
2024 Q4	$228K	Buy	9,528 +418	+5%	+$10.1K	0.01%	386
2024 Q3	$222K	Buy	9,110 +112	+1%	+$2.7K	0.01%	401
2024 Q2	$214K	Buy	8,998 +534	+6%	+$12.6K	0.01%	431
2024 Q1	$201K	Buy	+8,464	New	+$202K	0.01%	448
2019 Q1	–	Sell	-10,676	Closed	-$250K	–	302
2018 Q4	$250K	Hold	10,676	–	–	0.02%	224
2018 Q3	$252K	Hold	10,676	–	–	0.02%	213
2018 Q2	$252K	Hold	10,676	–	–	0.02%	202
2018 Q1	$257K	Buy	+10,676	New	+$259K	0.02%	255

Other funds holding IBDS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

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

Avantax Planning Partners held its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) position steady in Q1 2026 at 10,447 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #380.

Avantax Planning Partners first reported a position in IBDS in Q1 2018 and has held it in 13 quarters since. The position peaked at $257K in Q1 2018. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

Avantax Planning Partners held 10,447 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $253K as of Q1 2026.
Avantax Planning Partners left its iShares iBonds Dec 2027 Term Corporate ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.01% of Avantax Planning Partners's portfolio in Q1 2026, its #380 holding.
Avantax Planning Partners first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2018 and has held it in 13 quarters since.
Avantax Planning Partners's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $257K in Q1 2018.
428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

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