Avantax Planning Partners’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $254K | Hold |
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|
2025
Q2 | $254K | Hold |
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|
2025
Q1 | $253K | Buy |
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|
2024
Q4 | $228K | Buy |
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|
2024
Q3 | $222K | Buy |
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|
2024
Q2 | $214K | Buy |
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|
2024
Q1 | $201K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $250K | Hold |
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|
2018
Q3 | $252K | Hold |
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|
2018
Q2 | $252K | Hold |
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|
2018
Q1 | $257K | Buy |
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