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Stratos Wealth Partners’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Stratos Wealth Partners’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-12,050
Closed -$311K – 1733
2026
Q1 		$311K Sell
12,050
-1,567
-12% -$40.9K ﹤0.01% 1299
2025
Q4 		$356K Sell
13,617
-699
-5% -$18.3K ﹤0.01% 1189
2025
Q3 		$376K Buy
+14,316
New +$372K ﹤0.01% 1143

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Stratos Wealth Partners sold out of iShares iBonds Dec 2033 Term Corporate ETF (IBDY) in Q2 2026, closing a stake of 12,050 shares — an estimated $311K sold.

Stratos Wealth Partners first reported a position in IBDY in Q3 2025 and held it in 3 quarters. The position peaked at $376K in Q3 2025. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Stratos Wealth Partners reported no remaining iShares iBonds Dec 2033 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Stratos Wealth Partners sold 12,050 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $311K.
  • Stratos Wealth Partners first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q3 2025 and held it in 3 quarters.
  • Stratos Wealth Partners's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $376K in Q3 2025.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

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