Avantax Planning Partners, Inc.
Position in IBTO — iShares iBonds Dec 2033 Term Treasury ETF
CIK 1005441
DUBUQUE, IA
All Filings in IBTO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 IBTO | $200,589 | 8,184 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 IBTO | $203,737 | 8,622 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 IBTO | $243,833 | 9,711 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 IBTO | $2,120,839 | 88,372 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 IBTO | $3,450,491 | 142,054 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||