Avantax Planning Partners’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.33M | Hold |
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|
2025
Q2 | $1.33M | Sell |
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|
2025
Q1 | $1.37M | Sell |
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|
2024
Q4 | $1.37M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $1.08M | Sell |
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|
2024
Q1 | $1.78M | Buy |
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|
2023
Q4 | $201K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $209K | Buy |
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|
2023
Q1 | $208K | Buy |
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