Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SIM
Stratos Investment Management’s
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
Stock Holding History
Stratos Investment Management’s Portfolio
IBDR Stock Details
IBDR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q4
–
Hold
0
–
–
–
148
2023
Q3
–
Hold
0
–
–
–
154
Other funds holding IBDR
Bank of America
Charlotte, North Carolina
$1.55T AUM
33.47%
1-Year Est. Return
SRC
Shufro Rose & Co
New York
$1.74B AUM
34.09%
1-Year Est. Return
Morgan Stanley
New York
$1.89T AUM
35.08%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$187B AUM
21.7%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$786B AUM
40.34%
1-Year Est. Return
LPL Financial
San Diego, California
$445B AUM
25.58%
1-Year Est. Return
CAI
Capital Advisors Inc
Tulsa, Oklahoma
$6.8B AUM
26.96%
1-Year Est. Return
NA
NewEdge Advisors
New Orleans, Louisiana
$33.6B AUM
31.03%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$424B AUM
22.9%
1-Year Est. Return
Mercer Global Advisors
Denver, Colorado
$80.9B AUM
26.08%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close