Stratos Wealth Partners’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.3M	Buy	527,531 +38,689	+8%	+$977K	0.13%	163
2026 Q1	$12.4M	Buy	488,842 +41,842	+9%	+$1.06M	0.14%	150
2025 Q4	$11.4M	Buy	447,000 +60,874	+16%	+$1.55M	0.13%	166
2025 Q3	$9.85M	Sell	386,126 -11,271	-3%	-$286K	0.12%	183
2025 Q2	$10.1M	Sell	397,397 -15,734	-4%	-$397K	0.14%	153
2025 Q1	$10.4M	Buy	413,131 +344,424	+501%	+$8.63M	0.16%	132
2024 Q4	$1.71M	Buy	68,707 +2,524	+4%	+$63.4K	0.02%	519
2024 Q3	$1.69M	Sell	66,183 -4,540	-6%	-$114K	0.02%	508
2024 Q2	$1.75M	Buy	70,723 +13,957	+25%	+$344K	0.03%	472
2024 Q1	$1.41M	Buy	56,766 +8,513	+18%	+$212K	0.02%	539
2023 Q4	$1.21M	Buy	48,253 +20,433	+73%	+$496K	0.02%	558
2023 Q3	$669K	Buy	+27,820	New	+$677K	0.01%	703

Other funds holding IBDT

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

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

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HPC

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stratos Wealth Partners's IBDT Position: Q2 2026 in Review

Stratos Wealth Partners increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 7.9% in Q2 2026, buying an estimated $977K and bringing the position to 527,531 shares worth $13.3M. The position accounts for 0.13% of the portfolio, ranked #163.

Stratos Wealth Partners first reported a position in IBDT in Q3 2023 and has held it in 12 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Stratos Wealth Partners held 527,531 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $13.3M as of Q2 2026.
Stratos Wealth Partners bought 38,689 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $977K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.13% of Stratos Wealth Partners's portfolio in Q2 2026, its #163 holding.
Stratos Wealth Partners first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2023 and has held it in 12 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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