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Stratos Wealth Partners’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Stratos Wealth Partners’s Portfolio IBDX Stock Details IBDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$259K Sell
10,273
-49
-0.5% -$1.24K ﹤0.01% 1495
2026
Q1 		$261K Buy
+10,322
New +$263K ﹤0.01% 1402
2025
Q1 		– Sell
-145,378
Closed -$3.57M – 1432
2024
Q4 		$3.57M Sell
145,378
-1,825
-1% -$45.7K 0.05% 340
2024
Q3 		$3.78M Buy
+147,203
New +$3.72M 0.05% 315

Other funds holding IBDX

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

Stratos Wealth Partners reduced its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 0.47% in Q2 2026, selling an estimated $1.24K and leaving 10,273 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #1495.

Stratos Wealth Partners first reported a position in IBDX in Q3 2024 and has held it in 4 quarters since. The position peaked at $3.78M in Q3 2024. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

  • Stratos Wealth Partners held 10,273 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $259K as of Q2 2026.
  • Stratos Wealth Partners sold 49 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $1.24K.
  • iShares iBonds Dec 2032 Term Corporate ETF made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1495 holding.
  • Stratos Wealth Partners first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q3 2024 and has held it in 4 quarters since.
  • Stratos Wealth Partners's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $3.78M in Q3 2024.
  • 228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

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