SWP
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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.13B AUM 23.53% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return