Avantax Planning Partners’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Sell |
57,909
-2,017
| -3% | -$46.3K | 0.04% | 168 |
|
|
2025
Q1 | $1.37M | Sell |
59,926
-166
| -0.3% | -$3.81K | 0.05% | 154 |
|
|
2024
Q4 | $1.37M | Buy |
+60,092
| New | +$1.37M | 0.05% | 151 |
|
|
2024
Q3 | – | Sell |
-47,830
| Closed | -$1.08M | – | 461 |
|
|
2024
Q2 | $1.08M | Sell |
47,830
-30,352
| -39% | -$688K | 0.03% | 199 |
|
|
2024
Q1 | $1.78M | Buy |
78,182
+69,373
| +788% | +$1.58M | 0.06% | 155 |
|
|
2023
Q4 | $201K | Buy |
+8,809
| New | +$201K | 0.01% | 360 |
|
|
2023
Q3 | – | Sell |
-9,214
| Closed | -$209K | – | 376 |
|
|
2023
Q2 | $209K | Buy |
9,214
+197
| +2% | +$4.46K | 0.01% | 352 |
|
|
2023
Q1 | $208K | Buy |
+9,017
| New | +$208K | 0.01% | 353 |
|