Stratos Wealth Advisors
IBMS icon

Stratos Wealth Advisors’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Stratos Wealth Advisors’s Portfolio IBMS Stock Details IBMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-8,387
Closed -$215K – 715
2025
Q2 		$215K Sell
8,387
-997
-11% -$25.3K 0.01% 620
2025
Q1 		$238K Buy
+9,384
New +$239K 0.01% 594

Other funds holding IBMS

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Clearstead Advisors
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Vishria Bird Financial Group
Vishria Bird Financial Group Memphis, Tennessee $510M AUM 12.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Nestegg Advisors
Nestegg Advisors Hauppauge, New York $152M AUM 11.83% 1-Year Est. Return
Moseley Investment Management
Moseley Investment Management Bradenton, Florida $314M AUM 22.17% 1-Year Est. Return

Stratos Wealth Advisors's IBMS Position: Q3 2025 in Review

Stratos Wealth Advisors sold out of iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) in Q3 2025, closing a stake of 8,387 shares — an estimated $215K sold.

Stratos Wealth Advisors first reported a position in IBMS in Q1 2025 and held it in 2 quarters. The position peaked at $238K in Q1 2025. 71 funds tracked by Wall St. Rank hold IBMS as of Q3 2025.

  • Stratos Wealth Advisors reported no remaining iShares iBonds Dec 2030 Term Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 8,387 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q3 2025, an estimated $215K.
  • Stratos Wealth Advisors first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q1 2025 and held it in 2 quarters.
  • Stratos Wealth Advisors's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $238K in Q1 2025.
  • 71 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q3 2025.

Based on Stratos Wealth Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.