SWA
IBTD

Stratos Wealth Advisors’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Stratos Wealth Advisors’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,678
Closed -$265K – 742
2023
Q3 		$265K Buy
+10,678
New +$264K 0.02% 559

Other funds holding IBTD

GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Stratos Wealth Advisors's IBTD Position: Q4 2023 in Review

Stratos Wealth Advisors sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 10,678 shares — an estimated $265K sold.

Stratos Wealth Advisors first reported a position in IBTD in Q3 2023 and held it in 1 quarter. The position peaked at $265K in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • Stratos Wealth Advisors reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Stratos Wealth Advisors sold 10,678 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $265K.
  • Stratos Wealth Advisors first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q3 2023 and held it in 1 quarter.
  • Stratos Wealth Advisors's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $265K in Q3 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Stratos Wealth Advisors's 13F filing for Q4 2023, filed 24 Jan 2024.