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
2026 Q1	$1.33M	Hold	57,906	–	–	0.04%	168
2025 Q4	$1.32M	Sell	57,906 -3	-0%	-$69	0.04%	167
2025 Q3	$1.33M	Hold	57,909	–	–	0.04%	173
2025 Q2	$1.33M	Sell	57,909 -2,017	-3%	-$46.1K	0.04%	168
2025 Q1	$1.37M	Sell	59,926 -166	-0.3%	-$3.79K	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%	-$685K	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	+$199K	0.01%	360
2023 Q3	–	Sell	-9,214	Closed	-$209K	–	376
2023 Q2	$209K	Buy	9,214 +197	+2%	+$4.52K	0.01%	352
2023 Q1	$208K	Buy	+9,017	New	+$206K	0.01%	353