SWP
IBMM

Stratos Wealth Partners’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Stratos Wealth Partners’s Portfolio IBMM Stock Details IBMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-165,817
Closed -$4.33M – 1564
2024
Q3 		$4.33M Buy
165,817
+3,183
+2% +$83K 0.06% 295
2024
Q2 		$4.24M Buy
162,634
+43,710
+37% +$1.14M 0.07% 279
2024
Q1 		$3.09M Buy
118,924
+13,221
+13% +$343K 0.05% 338
2023
Q4 		$2.74M Buy
105,703
+33,583
+47% +$866K 0.05% 337
2023
Q3 		$1.85M Buy
+72,120
New +$1.86M 0.04% 392

Other funds holding IBMM

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

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

Stratos Wealth Partners sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 165,817 shares — an estimated $4.33M sold.

Stratos Wealth Partners first reported a position in IBMM in Q3 2023 and held it in 5 quarters. The position peaked at $4.33M in Q3 2024. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Stratos Wealth Partners reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Stratos Wealth Partners sold 165,817 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $4.33M.
  • Stratos Wealth Partners first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q3 2023 and held it in 5 quarters.
  • Stratos Wealth Partners's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $4.33M in Q3 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

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