Avantax Planning Partners’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Hold |
8,822
| – | – | 0.01% | 428 |
|
|
2025
Q1 | $202K | Sell |
8,822
-644
| -7% | -$14.7K | 0.01% | 413 |
|
|
2024
Q4 | $210K | Sell |
9,466
-247
| -3% | -$5.48K | 0.01% | 406 |
|
|
2024
Q3 | $228K | Sell |
9,713
-86,661
| -90% | -$2.03M | 0.01% | 396 |
|
|
2024
Q2 | $2.16M | Sell |
96,374
-60,656
| -39% | -$1.36M | 0.07% | 138 |
|
|
2024
Q1 | $3.56M | Buy |
+157,030
| New | +$3.56M | 0.12% | 108 |
|