SWP
IBHD

Stratos Wealth Partners’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Stratos Wealth Partners’s Portfolio IBHD Stock Details IBHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-103,548
Closed -$2.41M – 1558
2024
Q3 		$2.41M Buy
103,548
+2,696
+3% +$62.5K 0.03% 414
2024
Q2 		$2.34M Buy
100,852
+38,842
+63% +$902K 0.04% 413
2024
Q1 		$1.45M Buy
62,010
+48,051
+344% +$1.12M 0.02% 534
2023
Q4 		$324K Buy
+13,959
New +$323K 0.01% 1042

Other funds holding IBHD

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Stratos Wealth Partners's IBHD Position: Q4 2024 in Review

Stratos Wealth Partners sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 103,548 shares — an estimated $2.41M sold.

Stratos Wealth Partners first reported a position in IBHD in Q4 2023 and held it in 4 quarters. The position peaked at $2.41M in Q3 2024. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • Stratos Wealth Partners reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • Stratos Wealth Partners sold 103,548 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $2.41M.
  • Stratos Wealth Partners first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q4 2023 and held it in 4 quarters.
  • Stratos Wealth Partners's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $2.41M in Q3 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

Based on Stratos Wealth Partners's 13F filing for Q4 2024, filed 27 Jan 2025.