Stratos Wealth Partners’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.3M | Sell |
109,540
-7,266
| -6% | -$153K | 0.03% | 457 |
|
|
2025
Q1 | $2.42M | Buy |
116,806
+2,310
| +2% | +$47.9K | 0.04% | 395 |
|
|
2024
Q4 | $2.33M | Buy |
114,496
+1,647
| +1% | +$33.5K | 0.03% | 433 |
|
|
2024
Q3 | $2.39M | Buy |
112,849
+6,484
| +6% | +$138K | 0.03% | 417 |
|
|
2024
Q2 | $2.16M | Buy |
106,365
+4,634
| +5% | +$94K | 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 | +$600K | 0.01% | 806 |
|