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Stratos Investment Management’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Stratos Investment Management’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
2024
Q1 		– Sell
-12,902
Closed -$298K – 213
2023
Q4 		$298K Buy
+12,902
New +$286K 0.04% 150

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stratos Investment Management's IBTM Position: Q1 2024 in Review

Stratos Investment Management sold out of iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q1 2024, closing a stake of 12,902 shares — an estimated $298K sold.

Stratos Investment Management first reported a position in IBTM in Q4 2023 and held it in 1 quarter. The position peaked at $298K in Q4 2023. 56 funds tracked by Wall St. Rank hold IBTM as of Q1 2024.

  • Stratos Investment Management reported no remaining iShares iBonds Dec 2032 Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • Stratos Investment Management sold 12,902 iShares iBonds Dec 2032 Term Treasury ETF shares in Q1 2024, an estimated $298K.
  • Stratos Investment Management first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2023 and held it in 1 quarter.
  • Stratos Investment Management's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $298K in Q4 2023.
  • 56 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2024.

Based on Stratos Investment Management's 13F filing for Q1 2024, filed 16 Apr 2024.