SWA
IBTE

Stratos Wealth Advisors’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Stratos Wealth Advisors’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-598,727
Closed -$14.4M – 783
2024
Q3 		$14.4M Sell
598,727
-150,155
-20% -$3.6M 0.66% 33
2024
Q2 		$18M Buy
748,882
+740,476
+8,809% +$17.7M 0.89% 20
2024
Q1 		$201K Sell
8,406
-225,768
-96% -$5.4M 0.01% 636
2023
Q4 		$5.59M Buy
234,174
+212,517
+981% +$5.06M 0.32% 79
2023
Q3 		$516K Buy
+21,657
New +$515K 0.03% 425

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Stratos Wealth Advisors's IBTE Position: Q4 2024 in Review

Stratos Wealth Advisors sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 598,727 shares — an estimated $14.4M sold.

Stratos Wealth Advisors first reported a position in IBTE in Q3 2023 and held it in 5 quarters. The position peaked at $18M in Q2 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Stratos Wealth Advisors reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Stratos Wealth Advisors sold 598,727 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $14.4M.
  • Stratos Wealth Advisors first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q3 2023 and held it in 5 quarters.
  • Stratos Wealth Advisors's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $18M in Q2 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Stratos Wealth Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.