Stratos Wealth Advisors’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-33,547	Closed	-$853K	–	690
2023 Q4	$853K	Buy	33,547 +22,756	+211%	+$565K	0.05%	365
2023 Q3	$264K	Hold	10,791	–	–	0.02%	560
2023 Q2	$270K	Hold	10,791	–	–	0.02%	535
2023 Q1	$275K	Buy	10,791 +2,466	+30%	+$62.4K	0.02%	510
2022 Q4	$209K	Buy	+8,325	New	+$206K	0.02%	541

Other funds holding IBMP

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

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

KCM

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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

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

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

Stratos Wealth Advisors sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q1 2024, closing a stake of 33,547 shares — an estimated $853K sold.

Stratos Wealth Advisors first reported a position in IBMP in Q4 2022 and held it in 5 quarters. The position peaked at $853K in Q4 2023. 122 funds tracked by Wall St. Rank hold IBMP as of Q1 2024.

Stratos Wealth Advisors reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q1 2024 after selling out during the quarter.
Stratos Wealth Advisors sold 33,547 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q1 2024, an estimated $853K.
Stratos Wealth Advisors first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2022 and held it in 5 quarters.
Stratos Wealth Advisors's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $853K in Q4 2023.
122 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q1 2024.

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