Stratos Wealth Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6M | Buy |
507,700
+454,468
| +854% | +$10.4M | 0.61% | 35 |
|
|
2025
Q1 | $1.22M | Sell |
53,232
-2,749
| -5% | -$63.1K | 0.07% | 273 |
|
|
2024
Q4 | $1.28M | Buy |
55,981
+17,900
| +47% | +$408K | 0.06% | 291 |
|
|
2024
Q3 | $878K | Buy |
+38,081
| New | +$878K | 0.04% | 379 |
|
|
2024
Q1 | – | Sell |
-107,520
| Closed | -$2.46M | – | 694 |
|
|
2023
Q4 | $2.46M | Buy |
107,520
+21,522
| +25% | +$492K | 0.14% | 185 |
|
|
2023
Q3 | $1.93M | Buy |
85,998
+48,352
| +128% | +$1.09M | 0.13% | 202 |
|
|
2023
Q2 | $853K | Buy |
37,646
+19,211
| +104% | +$435K | 0.06% | 337 |
|
|
2023
Q1 | $425K | Buy |
18,435
+1,736
| +10% | +$40.1K | 0.03% | 440 |
|
|
2022
Q4 | $379K | Buy |
+16,699
| New | +$379K | 0.03% | 434 |
|