Stratos Wealth Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-30,921	Closed	-$789K	–	689
2023 Q4	$789K	Buy	30,921 +4,757	+18%	+$119K	0.05%	374
2023 Q3	$649K	Buy	26,164 +548	+2%	+$13.7K	0.04%	384
2023 Q2	$645K	Buy	25,616 +14	+0.1%	+$353	0.05%	381
2023 Q1	$654K	Buy	25,602 +7,249	+39%	+$184K	0.05%	373
2022 Q4	$463K	Buy	+18,353	New	+$458K	0.04%	416

Other funds holding IBMO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Stratos Wealth Advisors sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q1 2024, closing a stake of 30,921 shares — an estimated $789K sold.

Stratos Wealth Advisors first reported a position in IBMO in Q4 2022 and held it in 5 quarters. The position peaked at $789K in Q4 2023. 155 funds tracked by Wall St. Rank hold IBMO as of Q1 2024.

Stratos Wealth Advisors reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q1 2024 after selling out during the quarter.
Stratos Wealth Advisors sold 30,921 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q1 2024, an estimated $789K.
Stratos Wealth Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2022 and held it in 5 quarters.
Stratos Wealth Advisors's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $789K in Q4 2023.
155 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q1 2024.

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