Avantax Planning Partners’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Buy |
+8,184
| New | +$201K | 0.01% | 433 |
|
|
2025
Q1 | – | Sell |
-8,622
| Closed | -$204K | – | 446 |
|
|
2024
Q4 | $204K | Sell |
8,622
-1,089
| -11% | -$25.7K | 0.01% | 411 |
|
|
2024
Q3 | $244K | Sell |
9,711
-78,661
| -89% | -$1.98M | 0.01% | 375 |
|
|
2024
Q2 | $2.12M | Sell |
88,372
-53,682
| -38% | -$1.29M | 0.07% | 140 |
|
|
2024
Q1 | $3.45M | Buy |
+142,054
| New | +$3.45M | 0.11% | 110 |
|