Stratos Wealth Partners’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-26,581	Closed	-$678K	–	1435
2023 Q3	$678K	Buy	+26,581	New	+$677K	0.01%	700
2018 Q4	–	Sell	-6,000	Closed	-$149K	–	2648
2018 Q3	$149K	Buy	+6,000	New	+$150K	0.01%	954
2018 Q2	–	Sell	-4,000	Closed	-$100K	–	2732
2018 Q1	$100K	Buy	+4,000	New	+$100K	﹤0.01%	1207

Other funds holding IBML

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Stratos Wealth Partners's IBML Position: Q4 2023 in Review

Stratos Wealth Partners sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 26,581 shares — an estimated $678K sold.

Stratos Wealth Partners first reported a position in IBML in Q1 2018 and held it in 3 quarters. The position peaked at $678K in Q3 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

Stratos Wealth Partners reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
Stratos Wealth Partners sold 26,581 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $678K.
Stratos Wealth Partners first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q1 2018 and held it in 3 quarters.
Stratos Wealth Partners's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $678K in Q3 2023.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Stratos Wealth Partners's 13F filing for Q4 2023, filed 24 Jan 2024.