Stratos Wealth Partners’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $719K | Sell |
28,281
-5,974
| -17% | -$152K | 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% | +$152K | 0.01% | 747 |
|
|
2024
Q3 | $723K | Sell |
28,205
-5,976
| -17% | -$153K | 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% | +$379 | 0.01% | 969 |
|
|
2023
Q4 | $413K | Buy |
16,142
+2,491
| +18% | +$63.7K | 0.01% | 943 |
|
|
2023
Q3 | $333K | Buy |
+13,651
| New | +$333K | 0.01% | 967 |
|