SWP
IBTE

Stratos Wealth Partners’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Stratos Wealth Partners’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-90,922
Closed -$2.18M – 1554
2024
Q3 		$2.18M Buy
90,922
+311
+0.3% +$7.45K 0.03% 441
2024
Q2 		$2.17M Sell
90,611
-11,124
-11% -$266K 0.03% 429
2024
Q1 		$2.44M Buy
101,735
+1,886
+2% +$45.1K 0.04% 401
2023
Q4 		$2.38M Buy
99,849
+62,696
+169% +$1.49M 0.04% 382
2023
Q3 		$886K Buy
+37,153
New +$884K 0.02% 619

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Stratos Wealth Partners's IBTE Position: Q4 2024 in Review

Stratos Wealth Partners sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 90,922 shares — an estimated $2.18M sold.

Stratos Wealth Partners first reported a position in IBTE in Q3 2023 and held it in 5 quarters. The position peaked at $2.44M in Q1 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Stratos Wealth Partners reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Stratos Wealth Partners sold 90,922 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $2.18M.
  • Stratos Wealth Partners first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q3 2023 and held it in 5 quarters.
  • Stratos Wealth Partners's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $2.44M in Q1 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Stratos Wealth Partners's 13F filing for Q4 2024, filed 27 Jan 2025.