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Stratos Wealth Advisors’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Stratos Wealth Advisors’s Portfolio IBTM Stock Details IBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,615
Closed -$296K – 744
2024
Q3 		$296K Buy
+12,615
New +$292K 0.01% 609
2024
Q1 		– Sell
-215,393
Closed -$4.98M – 694
2023
Q4 		$4.98M Buy
+215,393
New +$4.78M 0.29% 104

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

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

Stratos Wealth Advisors sold out of iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q4 2024, closing a stake of 12,615 shares — an estimated $296K sold.

Stratos Wealth Advisors first reported a position in IBTM in Q4 2023 and held it in 2 quarters. The position peaked at $4.98M in Q4 2023. 67 funds tracked by Wall St. Rank hold IBTM as of Q4 2024.

  • Stratos Wealth Advisors reported no remaining iShares iBonds Dec 2032 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Stratos Wealth Advisors sold 12,615 iShares iBonds Dec 2032 Term Treasury ETF shares in Q4 2024, an estimated $296K.
  • Stratos Wealth Advisors first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2023 and held it in 2 quarters.
  • Stratos Wealth Advisors's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $4.98M in Q4 2023.
  • 67 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q4 2024.

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