SWA
IBMN

Stratos Wealth Advisors’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Stratos Wealth Advisors’s Portfolio IBMN Stock Details IBMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-32,655
Closed -$867K – 688
2023
Q4 		$867K Buy
32,655
+21,213
+185% +$558K 0.05% 357
2023
Q3 		$298K Buy
11,442
+571
+5% +$15K 0.02% 532
2023
Q2 		$286K Hold
10,871
– – 0.02% 514
2023
Q1 		$289K Buy
10,871
+3,020
+38% +$79.9K 0.02% 499
2022
Q4 		$207K Buy
+7,851
New +$206K 0.02% 542

Other funds holding IBMN

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Stratos Wealth Advisors sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q1 2024, closing a stake of 32,655 shares — an estimated $867K sold.

Stratos Wealth Advisors first reported a position in IBMN in Q4 2022 and held it in 5 quarters. The position peaked at $867K in Q4 2023. 151 funds tracked by Wall St. Rank hold IBMN as of Q1 2024.

  • Stratos Wealth Advisors reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Stratos Wealth Advisors sold 32,655 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q1 2024, an estimated $867K.
  • Stratos Wealth Advisors first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2022 and held it in 5 quarters.
  • Stratos Wealth Advisors's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $867K in Q4 2023.
  • 151 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q1 2024.

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