SWA
IBTF

Stratos Wealth Advisors’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Stratos Wealth Advisors’s Portfolio IBTF Stock Details IBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-24,332
Closed -$569K – 673
2025
Q3 		$569K Sell
24,332
-765,702
-97% -$17.9M 0.03% 435
2025
Q2 		$18.5M Sell
790,034
-1,661,030
-68% -$38.8M 0.97% 17
2025
Q1 		$57.3M Sell
2,451,064
-53,410
-2% -$1.25M 3.13% 2
2024
Q4 		$58.4M Buy
2,504,474
+1,216,657
+94% +$28.4M 2.79% 3
2024
Q3 		$30.2M Buy
1,287,817
+81,808
+7% +$1.91M 1.38% 8
2024
Q2 		$28M Buy
1,206,009
+1,197,333
+13,801% +$27.7M 1.38% 7
2024
Q1 		$202K Sell
8,676
-619
-7% -$14.4K 0.01% 634
2023
Q4 		$216K Hold
9,295
– – 0.01% 629
2023
Q3 		$215K Buy
+9,295
New +$215K 0.01% 610

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Stratos Wealth Advisors's IBTF Position: Q4 2025 in Review

Stratos Wealth Advisors sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 24,332 shares — an estimated $569K sold.

Stratos Wealth Advisors first reported a position in IBTF in Q3 2023 and held it in 9 quarters. The position peaked at $58.4M in Q4 2024. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Stratos Wealth Advisors reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 24,332 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $569K.
  • Stratos Wealth Advisors first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2023 and held it in 9 quarters.
  • Stratos Wealth Advisors's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $58.4M in Q4 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Stratos Wealth Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.