Stratos Wealth Advisors’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-10,260	Closed	-$262K	–	743
2023 Q3	$262K	Hold	10,260	–	–	0.02%	565
2023 Q2	$262K	Hold	10,260	–	–	0.02%	544
2023 Q1	$261K	Buy	+10,260	New	+$260K	0.02%	522

Other funds holding IBML

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Stratos Wealth Advisors's IBML Position: Q4 2023 in Review

Stratos Wealth Advisors sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 10,260 shares — an estimated $262K sold.

Stratos Wealth Advisors first reported a position in IBML in Q1 2023 and held it in 3 quarters. The position peaked at $262K in Q3 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

Stratos Wealth Advisors reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
Stratos Wealth Advisors sold 10,260 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $262K.
Stratos Wealth Advisors first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q1 2023 and held it in 3 quarters.
Stratos Wealth Advisors's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $262K in Q3 2023.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Stratos Wealth Advisors's 13F filing for Q4 2023, filed 24 Jan 2024.