Avantax Planning Partners’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-57,733
| Closed | -$1.35M | – | 450 |
|
|
2025
Q3 | $1.35M | Hold |
57,733
| – | – | 0.04% | 171 |
|
|
2025
Q2 | $1.35M | Sell |
57,733
-83
| -0.1% | -$1.94K | 0.04% | 167 |
|
|
2025
Q1 | $1.35M | Sell |
57,816
-1,739
| -3% | -$40.6K | 0.05% | 157 |
|
|
2024
Q4 | $1.39M | Sell |
59,555
-619
| -1% | -$14.4K | 0.05% | 150 |
|
|
2024
Q3 | $1.41M | Sell |
60,174
-134
| -0.2% | -$3.12K | 0.05% | 152 |
|
|
2024
Q2 | $1.4M | Sell |
60,308
-263
| -0.4% | -$6.09K | 0.05% | 171 |
|
|
2024
Q1 | $1.41M | Sell |
60,571
-208
| -0.3% | -$4.83K | 0.05% | 180 |
|
|
2023
Q4 | $1.41M | Sell |
60,779
-3,350
| -5% | -$77.5K | 0.05% | 144 |
|
|
2023
Q3 | $1.48M | Hold |
64,129
| – | – | 0.06% | 129 |
|
|
2023
Q2 | $1.48M | Buy |
64,129
+35
| +0.1% | +$818 | 0.06% | 135 |
|
|
2023
Q1 | $1.51M | Buy |
64,094
+1,400
| +2% | +$32.7K | 0.06% | 128 |
|
|
2022
Q4 | $1.46M | Buy |
62,694
+7,115
| +13% | +$166K | 0.06% | 130 |
|
|
2022
Q3 | $1.29M | Buy |
+55,579
| New | +$1.32M | 0.06% | 126 |
|