Stratos Wealth Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.28M	Buy	284,461 +24,203	+9%	+$618K	0.4%	59
2026 Q1	$6.64M	Buy	260,258 +59,642	+30%	+$1.53M	0.41%	63
2025 Q4	$5.13M	Buy	200,616 +33,612	+20%	+$858K	0.25%	101
2025 Q3	$4.28M	Buy	167,004 +69,162	+71%	+$1.77M	0.21%	119
2025 Q2	$2.49M	Buy	97,842 +56,730	+138%	+$1.43M	0.13%	162
2025 Q1	$1.04M	Buy	+41,112	New	+$1.04M	0.06%	294
2024 Q1	–	Sell	-47,333	Closed	-$1.21M	–	691
2023 Q4	$1.21M	Buy	47,333 +7,251	+18%	+$180K	0.07%	290
2023 Q3	$978K	Buy	40,082 +18	+0%	+$449	0.06%	305
2023 Q2	$1.01M	Sell	40,064 -242	-0.6%	-$6.12K	0.07%	308
2023 Q1	$1.03M	Buy	40,306 +4,999	+14%	+$127K	0.08%	278
2022 Q4	$886K	Buy	+35,307	New	+$872K	0.07%	299

Other funds holding IBMQ

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

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

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

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

HWA

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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

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

Stratos Wealth Advisors's IBMQ Position: Q2 2026 in Review

Stratos Wealth Advisors increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 9.3% in Q2 2026, buying an estimated $618K and bringing the position to 284,461 shares worth $7.28M. The position accounts for 0.4% of the portfolio, ranked #59.

Stratos Wealth Advisors first reported a position in IBMQ in Q4 2022 and has held it in 11 quarters since. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

Stratos Wealth Advisors held 284,461 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $7.28M as of Q2 2026.
Stratos Wealth Advisors bought 24,203 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $618K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.4% of Stratos Wealth Advisors's portfolio in Q2 2026, its #59 holding.
Stratos Wealth Advisors first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2022 and has held it in 11 quarters since.
197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.