Avantax Planning Partners’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Sell |
12,459
-1
| -0% | -$25 | 0.01% | 345 |
|
|
2025
Q1 | $315K | Buy |
+12,460
| New | +$315K | 0.01% | 328 |
|
|
2024
Q4 | – | Sell |
-9,253
| Closed | -$237K | – | 445 |
|
|
2024
Q3 | $237K | Sell |
9,253
-5,604
| -38% | -$144K | 0.01% | 382 |
|
|
2024
Q2 | $372K | Sell |
14,857
-12,042
| -45% | -$301K | 0.01% | 327 |
|
|
2024
Q1 | $680K | Buy |
+26,899
| New | +$680K | 0.02% | 254 |
|