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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
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 – 693
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
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
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return