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

Avantax Planning Partners’s Portfolio IBTM Stock Details IBTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-8,711	Closed	-$201K	–	448
2025 Q4	$201K	Sell	8,711 -3	-0%	-$70	0.01%	429
2025 Q3	$202K	Sell	8,714 -108	-1%	-$2.48K	0.01%	425
2025 Q2	$203K	Hold	8,822	–	–	0.01%	428
2025 Q1	$202K	Sell	8,822 -644	-7%	-$14.5K	0.01%	413
2024 Q4	$210K	Sell	9,466 -247	-3%	-$5.59K	0.01%	406
2024 Q3	$228K	Sell	9,713 -86,661	-90%	-$2.01M	0.01%	396
2024 Q2	$2.16M	Sell	96,374 -60,656	-39%	-$1.35M	0.07%	138
2024 Q1	$3.56M	Buy	+157,030	New	+$3.57M	0.12%	108

Other funds holding IBTM

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Avantax Planning Partners's IBTM Position: Q1 2026 in Review

Avantax Planning Partners sold out of iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q1 2026, closing a stake of 8,711 shares — an estimated $201K sold.

Avantax Planning Partners first reported a position in IBTM in Q1 2024 and held it in 8 quarters. The position peaked at $3.56M in Q1 2024. 115 funds tracked by Wall St. Rank hold IBTM as of Q1 2026.

Avantax Planning Partners reported no remaining iShares iBonds Dec 2032 Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
Avantax Planning Partners sold 8,711 iShares iBonds Dec 2032 Term Treasury ETF shares in Q1 2026, an estimated $201K.
Avantax Planning Partners first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q1 2024 and held it in 8 quarters.
Avantax Planning Partners's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $3.56M in Q1 2024.
115 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.