SWA
IBMS

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

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
VBFG
Vishria Bird Financial Group Memphis, Tennessee $510M AUM 12.05% 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
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
NA
Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return
MIM
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. 69 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.
  • 69 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.