Stratos Wealth Partners’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Stratos Wealth Partners’s Portfolio IBDO Stock Details IBDO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Hold	0	–	–	–	104
2023 Q2	–	Hold	0	–	–	–	88
2023 Q1	–	Hold	0	–	–	–	42
2022 Q4	–	Hold	0	–	–	–	40
2022 Q3	–	Hold	0	–	–	–	37
2022 Q2	–	Hold	0	–	–	–	45
2022 Q1	–	Hold	0	–	–	–	51
2021 Q4	–	Hold	0	–	–	–	49
2021 Q3	–	Hold	0	–	–	–	46
2021 Q2	–	Hold	0	–	–	–	54
2021 Q1	–	Hold	0	–	–	–	57
2020 Q4	–	Hold	0	–	–	–	58
2020 Q3	–	Hold	0	–	–	–	66
2020 Q2	–	Hold	0	–	–	–	63
2020 Q1	–	Hold	0	–	–	–	54
2019 Q4	–	Hold	0	–	–	–	98
2019 Q3	–	Hold	0	–	–	–	208
2019 Q2	–	Sell	-22,450	Closed	-$562K	–	251
2019 Q1	$561K	Buy	+22,450	New	+$552K	0.03%	518

Other funds holding IBDO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Stratos Wealth Partners's IBDO Position: Q3 2023 in Review

Stratos Wealth Partners held its iShares iBonds Dec 2023 Term Corporate ETF (IBDO) position steady in Q3 2023 at 0 shares worth $9.51M. The position accounts for 0.2% of the portfolio, ranked #104.

Stratos Wealth Partners first reported a position in IBDO in Q1 2019 and has held it in 1 quarter since. The position peaked at $561K in Q1 2019. 287 funds tracked by Wall St. Rank hold IBDO as of Q3 2023.

Stratos Wealth Partners held 0 shares of iShares iBonds Dec 2023 Term Corporate ETF worth $9.51M as of Q3 2023.
Stratos Wealth Partners left its iShares iBonds Dec 2023 Term Corporate ETF share count unchanged in Q3 2023.
iShares iBonds Dec 2023 Term Corporate ETF made up 0.2% of Stratos Wealth Partners's portfolio in Q3 2023, its #104 holding.
Stratos Wealth Partners first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2019 and has held it in 1 quarter since.
Stratos Wealth Partners's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $561K in Q1 2019.
287 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q3 2023.

Based on Stratos Wealth Partners's 13F filing for Q3 2023, filed 24 Oct 2023.