Stratos Wealth Advisors’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Stratos Wealth Advisors’s Portfolio IBHD Stock Details IBHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-118,739	Closed	-$2.76M	–	739
2023 Q4	$2.76M	Buy	118,739 +22,017	+23%	+$509K	0.16%	177
2023 Q3	$2.24M	Buy	96,722 +47,152	+95%	+$1.09M	0.15%	180
2023 Q2	$1.14M	Buy	49,570 +17,879	+56%	+$411K	0.08%	274
2023 Q1	$733K	Buy	31,691 +2,051	+7%	+$47.2K	0.06%	345
2022 Q4	$673K	Buy	+29,640	New	+$671K	0.06%	350

Other funds holding IBHD

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stratos Wealth Advisors's IBHD Position: Q1 2024 in Review

Stratos Wealth Advisors sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q1 2024, closing a stake of 118,739 shares — an estimated $2.76M sold.

Stratos Wealth Advisors first reported a position in IBHD in Q4 2022 and held it in 5 quarters. The position peaked at $2.76M in Q4 2023. 124 funds tracked by Wall St. Rank hold IBHD as of Q1 2024.

Stratos Wealth Advisors reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q1 2024 after selling out during the quarter.
Stratos Wealth Advisors sold 118,739 iShares iBonds 2024 Term High Yield and Income ETF shares in Q1 2024, an estimated $2.76M.
Stratos Wealth Advisors first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q4 2022 and held it in 5 quarters.
Stratos Wealth Advisors's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $2.76M in Q4 2023.
124 funds tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q1 2024.

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