Stratos Wealth Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Buy |
97,842
+56,730
| +138% | +$1.44M | 0.13% | 162 |
|
|
2025
Q1 | $1.04M | Buy |
+41,112
| New | +$1.04M | 0.06% | 294 |
|
|
2024
Q1 | – | Sell |
-47,333
| Closed | -$1.21M | – | 693 |
|
|
2023
Q4 | $1.21M | Buy |
47,333
+7,251
| +18% | +$186K | 0.07% | 290 |
|
|
2023
Q3 | $978K | Buy |
40,082
+18
| +0% | +$439 | 0.06% | 305 |
|
|
2023
Q2 | $1.01M | Sell |
40,064
-242
| -0.6% | -$6.09K | 0.07% | 308 |
|
|
2023
Q1 | $1.03M | Buy |
40,306
+4,999
| +14% | +$128K | 0.08% | 278 |
|
|
2022
Q4 | $886K | Buy |
+35,307
| New | +$886K | 0.07% | 299 |
|