Stratos Wealth Partners’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.71M	Buy	129,410 +991	+0.8%	+$20.9K	0.03%	477
2025 Q4	$2.72M	Buy	128,419 +12,633	+11%	+$268K	0.03%	467
2025 Q3	$2.46M	Buy	115,786 +6,246	+6%	+$132K	0.03%	480
2025 Q2	$2.3M	Sell	109,540 -7,266	-6%	-$150K	0.03%	457
2025 Q1	$2.42M	Buy	116,806 +2,310	+2%	+$47.4K	0.04%	395
2024 Q4	$2.33M	Buy	114,496 +1,647	+1%	+$34.1K	0.03%	433
2024 Q3	$2.39M	Buy	112,849 +6,484	+6%	+$135K	0.03%	417
2024 Q2	$2.16M	Buy	106,365 +4,634	+5%	+$93.5K	0.03%	430
2024 Q1	$2.08M	Buy	101,731 +72,852	+252%	+$1.49M	0.03%	429
2023 Q4	$600K	Buy	+28,879	New	+$569K	0.01%	806

Other funds holding IBDW

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stratos Wealth Partners's IBDW Position: Q1 2026 in Review

Stratos Wealth Partners increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 0.77% in Q1 2026, buying an estimated $20.9K and bringing the position to 129,410 shares worth $2.71M. The position accounts for 0.03% of the portfolio, ranked #477.

Stratos Wealth Partners first reported a position in IBDW in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.72M in Q4 2025. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Stratos Wealth Partners held 129,410 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $2.71M as of Q1 2026.
Stratos Wealth Partners bought 991 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $20.9K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.03% of Stratos Wealth Partners's portfolio in Q1 2026, its #477 holding.
Stratos Wealth Partners first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
Stratos Wealth Partners's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $2.72M in Q4 2025.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.