Avantax Planning Partners’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$202K Sell
2025
Q2
$203K Hold
2025
Q1
$202K Sell
2024
Q4
$210K Sell
2024
Q3
$228K Sell
2024
Q2
$2.16M Sell
2024
Q1
$3.56M Buy