Stratos Wealth Partners

Stratos Wealth Partners’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Hold	0	–	–	–	215
2024 Q2	–	Hold	0	–	–	–	206
2024 Q1	–	Hold	0	–	–	–	69
2023 Q4	–	Hold	0	–	–	–	61
2023 Q3	–	Hold	0	–	–	–	51
2023 Q2	–	Hold	0	–	–	–	52
2023 Q1	–	Hold	0	–	–	–	44
2022 Q4	–	Hold	0	–	–	–	50
2022 Q3	–	Hold	0	–	–	–	60
2022 Q2	–	Hold	0	–	–	–	67
2022 Q1	–	Hold	0	–	–	–	70
2021 Q4	–	Hold	0	–	–	–	58
2021 Q3	–	Hold	0	–	–	–	128
2021 Q2	–	Hold	0	–	–	–	171
2021 Q1	–	Hold	0	–	–	–	187
2020 Q4	–	Hold	0	–	–	–	338
2020 Q3	–	Hold	0	–	–	–	764
2020 Q2	–	Hold	0	–	–	–	755
2020 Q1	–	Hold	0	–	–	–	695
2019 Q4	–	Hold	0	–	–	–	857

Other funds holding IBDP

Bank of America

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

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

Raymond James Financial Services Advisors

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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