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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return