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Stratos Wealth Partners’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Stratos Wealth Partners’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$901K Buy
35,234
+27
+0.1% +$689 0.01% 881
2026
Q1 		$899K Buy
35,207
+164
+0.5% +$4.21K 0.01% 837
2025
Q4 		$896K Buy
35,043
+1,160
+3% +$29.6K 0.01% 813
2025
Q3 		$869K Buy
33,883
+5,602
+20% +$143K 0.01% 801
2025
Q2 		$719K Sell
28,281
-5,974
-17% -$150K 0.01% 809
2025
Q1 		$866K Buy
34,255
+22
+0.1% +$556 0.01% 716
2024
Q4 		$862K Buy
34,233
+6,028
+21% +$153K 0.01% 747
2024
Q3 		$723K Sell
28,205
-5,976
-17% -$152K 0.01% 799
2024
Q2 		$855K Buy
34,181
+18,024
+112% +$451K 0.01% 707
2024
Q1 		$408K Buy
16,157
+15
+0.1% +$381 0.01% 969
2023
Q4 		$413K Buy
16,142
+2,491
+18% +$61.9K 0.01% 943
2023
Q3 		$333K Buy
+13,651
New +$341K 0.01% 967

Other funds holding IBMQ

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
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Stratos Wealth Partners increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 0.08% in Q2 2026, buying an estimated $689 and bringing the position to 35,234 shares worth $901K. The position accounts for 0.01% of the portfolio, ranked #881.

Stratos Wealth Partners first reported a position in IBMQ in Q3 2023 and has held it in 12 quarters since. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Stratos Wealth Partners held 35,234 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $901K as of Q2 2026.
  • Stratos Wealth Partners bought 27 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $689.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #881 holding.
  • Stratos Wealth Partners first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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