Avantax Planning Partners’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-86,427	Closed	-$2.14M	–	459
2024 Q2	$2.14M	Sell	86,427 -56,916	-40%	-$1.41M	0.07%	139
2024 Q1	$3.57M	Buy	+143,343	New	+$3.57M	0.12%	107