Stratos Wealth Partners’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.85M	Buy	337,543 +155,967	+86%	+$3.65M	0.09%	231
2025 Q4	$4.25M	Buy	181,576 +72,815	+67%	+$1.71M	0.05%	361
2025 Q3	$2.55M	Sell	108,761 -66,802	-38%	-$1.56M	0.03%	471
2025 Q2	$4.1M	Sell	175,563 -31,837	-15%	-$734K	0.06%	328
2025 Q1	$4.8M	Sell	207,400 -24,638	-11%	-$565K	0.07%	268
2024 Q4	$5.29M	Buy	232,038 +4,627	+2%	+$107K	0.07%	264
2024 Q3	$5.35M	Buy	227,411 +152,135	+202%	+$3.53M	0.08%	254
2024 Q2	$1.71M	Buy	75,276 +21,255	+39%	+$479K	0.03%	482
2024 Q1	$1.23M	Buy	54,021 +4,812	+10%	+$110K	0.02%	577
2023 Q4	$1.14M	Buy	+49,209	New	+$1.09M	0.02%	573