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Stratos Wealth Partners’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Stratos Wealth Partners’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$922K Sell
35,940
-766
-2% -$19.6K 0.01% 873
2026
Q1 		$941K Sell
36,706
-4,061
-10% -$104K 0.01% 816
2025
Q4 		$1.05M Buy
40,767
+1,179
+3% +$30.2K 0.01% 753
2025
Q3 		$1.02M Buy
39,588
+5,236
+15% +$134K 0.01% 746
2025
Q2 		$880K Sell
34,352
-9,961
-22% -$254K 0.01% 733
2025
Q1 		$1.13M Buy
44,313
+30
+0.1% +$766 0.02% 616
2024
Q4 		$1.13M Buy
44,283
+44
+0.1% +$1.12K 0.02% 651
2024
Q3 		$1.13M Buy
44,239
+5,817
+15% +$148K 0.02% 632
2024
Q2 		$973K Buy
38,422
+17,965
+88% +$454K 0.02% 656
2024
Q1 		$519K Buy
20,457
+21
+0.1% +$534 0.01% 879
2023
Q4 		$521K Buy
20,436
+2,455
+14% +$61.6K 0.01% 865
2023
Q3 		$446K Buy
+17,981
New +$451K 0.01% 861

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Stratos Wealth Partners reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 2.1% in Q2 2026, selling an estimated $19.6K and leaving 35,940 shares worth $922K. The position accounts for 0.01% of the portfolio, ranked #873.

Stratos Wealth Partners first reported a position in IBMO in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.13M in Q3 2024. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Stratos Wealth Partners held 35,940 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $922K as of Q2 2026.
  • Stratos Wealth Partners sold 766 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $19.6K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #873 holding.
  • Stratos Wealth Partners first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Stratos Wealth Partners's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $1.13M in Q3 2024.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

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