Stratos Wealth Advisors’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Stratos Wealth Advisors’s Portfolio IBTH Stock Details IBTH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$34.6M	Buy	1,548,074 +260,372	+20%	+$5.83M	1.9%	5
2026 Q1	$28.9M	Buy	1,287,702 +485,162	+60%	+$10.9M	1.77%	6
2025 Q4	$18M	Buy	802,540 +766,146	+2,105%	+$17.2M	0.87%	19
2025 Q3	$820K	Sell	36,394 -3,812	-9%	-$85.6K	0.04%	353
2025 Q2	$904K	Buy	+40,206	New	+$901K	0.05%	326

Other funds holding IBTH

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stratos Wealth Advisors's IBTH Position: Q2 2026 in Review

Stratos Wealth Advisors increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 20% in Q2 2026, buying an estimated $5.83M and bringing the position to 1,548,074 shares worth $34.6M. The position accounts for 1.9% of the portfolio, ranked #5.

Stratos Wealth Advisors first reported a position in IBTH in Q2 2025 and has held it in 5 quarters since. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

Stratos Wealth Advisors held 1,548,074 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $34.6M as of Q2 2026.
Stratos Wealth Advisors bought 260,372 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $5.83M.
iShares iBonds Dec 2027 Term Treasury ETF made up 1.9% of Stratos Wealth Advisors's portfolio in Q2 2026, its #5 holding.
Stratos Wealth Advisors first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.