Avantax Planning Partners’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Hold |
10,447
| – | – | 0.01% | 385 |
|
|
2025
Q1 | $253K | Buy |
10,447
+919
| +10% | +$22.2K | 0.01% | 369 |
|
|
2024
Q4 | $228K | Buy |
9,528
+418
| +5% | +$10K | 0.01% | 386 |
|
|
2024
Q3 | $222K | Buy |
9,110
+112
| +1% | +$2.73K | 0.01% | 401 |
|
|
2024
Q2 | $214K | Buy |
8,998
+534
| +6% | +$12.7K | 0.01% | 431 |
|
|
2024
Q1 | $201K | Buy |
+8,464
| New | +$201K | 0.01% | 448 |
|
|
2019
Q1 | – | Sell |
-10,676
| Closed | -$250K | – | 301 |
|
|
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 | +$257K | 0.02% | 255 |
|