Stratos Wealth Partners’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Hold	0	–	–	–	62
2025 Q4	–	Hold	0	–	–	–	70
2025 Q3	–	Hold	0	–	–	–	77
2025 Q2	–	Hold	0	–	–	–	73
2025 Q1	–	Hold	0	–	–	–	59
2024 Q4	–	Hold	0	–	–	–	63
2024 Q3	–	Hold	0	–	–	–	74
2024 Q2	–	Hold	0	–	–	–	67
2024 Q1	–	Hold	0	–	–	–	132
2023 Q4	–	Hold	0	–	–	–	119
2023 Q3	–	Hold	0	–	–	–	109
2023 Q2	–	Hold	0	–	–	–	106
2023 Q1	–	Hold	0	–	–	–	90
2022 Q4	–	Hold	0	–	–	–	110

Other funds holding IBDR

Bank of America

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

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

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return