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Stratos Wealth Partners’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Stratos Wealth Partners’s Portfolio IBMP Stock Details IBMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.14M Buy
44,971
+209
+0.5% +$5.32K 0.01% 745
2025
Q4 		$1.14M Buy
44,762
+1,229
+3% +$31.2K 0.01% 725
2025
Q3 		$1.11M Buy
43,533
+5,301
+14% +$135K 0.01% 710
2025
Q2 		$969K Sell
38,232
-9,925
-21% -$250K 0.01% 702
2025
Q1 		$1.22M Buy
48,157
+56
+0.1% +$1.41K 0.02% 592
2024
Q4 		$1.21M Buy
48,101
+878
+2% +$22.2K 0.02% 625
2024
Q3 		$1.2M Buy
47,223
+5,071
+12% +$128K 0.02% 610
2024
Q2 		$1.05M Buy
42,152
+18,071
+75% +$451K 0.02% 630
2024
Q1 		$606K Buy
24,081
+45
+0.2% +$1.14K 0.01% 826
2023
Q4 		$611K Buy
24,036
+11,957
+99% +$297K 0.01% 797
2023
Q3 		$296K Buy
+12,079
New +$301K 0.01% 1022

Other funds holding IBMP

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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return