APP
IBTD

Avantax Planning Partners’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Avantax Planning Partners’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-54,408
Closed -$1.35M – 390
2023
Q3 		$1.35M Sell
54,408
-3,246
-6% -$80.4K 0.06% 140
2023
Q2 		$1.43M Sell
57,654
-2,848
-5% -$70.5K 0.06% 139
2023
Q1 		$1.5M Hold
60,502
– – 0.06% 129
2022
Q4 		$1.49M Buy
60,502
+6,665
+12% +$165K 0.06% 127
2022
Q3 		$1.33M Buy
+53,837
New +$1.34M 0.06% 122

Other funds holding IBTD

GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Avantax Planning Partners's IBTD Position: Q4 2023 in Review

Avantax Planning Partners sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 54,408 shares — an estimated $1.35M sold.

Avantax Planning Partners first reported a position in IBTD in Q3 2022 and held it in 5 quarters. The position peaked at $1.5M in Q1 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • Avantax Planning Partners reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Avantax Planning Partners sold 54,408 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $1.35M.
  • Avantax Planning Partners first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q3 2022 and held it in 5 quarters.
  • Avantax Planning Partners's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $1.5M in Q1 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Avantax Planning Partners's 13F filing for Q4 2023, filed 9 Feb 2024.