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

Avantax Planning Partners’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-86,427
Closed -$2.14M – 459
2024
Q2 		$2.14M Sell
86,427
-56,916
-40% -$1.4M 0.07% 139
2024
Q1 		$3.57M Buy
+143,343
New +$3.57M 0.12% 107

Other funds holding IBDT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.62B AUM 18.92% 1-Year Est. Return

Avantax Planning Partners's IBDT Position: Q3 2024 in Review

Avantax Planning Partners sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q3 2024, closing a stake of 86,427 shares — an estimated $2.14M sold.

Avantax Planning Partners first reported a position in IBDT in Q1 2024 and held it in 2 quarters. The position peaked at $3.57M in Q1 2024. 291 funds tracked by Wall St. Rank hold IBDT as of Q3 2024.

  • Avantax Planning Partners reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q3 2024 after selling out during the quarter.
  • Avantax Planning Partners sold 86,427 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2024, an estimated $2.14M.
  • Avantax Planning Partners first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2024 and held it in 2 quarters.
  • Avantax Planning Partners's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $3.57M in Q1 2024.
  • 291 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2024.

Based on Avantax Planning Partners's 13F filing for Q3 2024, filed 14 Nov 2024.