SWP
IBTF

Stratos Wealth Partners’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Stratos Wealth Partners’s Portfolio IBTF Stock Details IBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-82,499
Closed -$1.93M – 1624
2025
Q3 		$1.93M Buy
82,499
+9,103
+12% +$212K 0.02% 541
2025
Q2 		$1.71M Sell
73,396
-9,671
-12% -$226K 0.02% 540
2025
Q1 		$1.94M Sell
83,067
-780
-0.9% -$18.2K 0.03% 457
2024
Q4 		$1.96M Sell
83,847
-998
-1% -$23.3K 0.03% 484
2024
Q3 		$1.99M Buy
84,845
+2,122
+3% +$49.4K 0.03% 467
2024
Q2 		$1.92M Sell
82,723
-4,411
-5% -$102K 0.03% 447
2024
Q1 		$2.02M Buy
87,134
+3,456
+4% +$80.3K 0.03% 436
2023
Q4 		$1.95M Buy
83,678
+33,943
+68% +$785K 0.04% 421
2023
Q3 		$1.15M Buy
+49,735
New +$1.15M 0.02% 525

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Stratos Wealth Partners's IBTF Position: Q4 2025 in Review

Stratos Wealth Partners sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 82,499 shares — an estimated $1.93M sold.

Stratos Wealth Partners first reported a position in IBTF in Q3 2023 and held it in 9 quarters. The position peaked at $2.02M in Q1 2024. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Stratos Wealth Partners reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 82,499 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $1.93M.
  • Stratos Wealth Partners first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2023 and held it in 9 quarters.
  • Stratos Wealth Partners's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $2.02M in Q1 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Stratos Wealth Partners's 13F filing for Q4 2025, filed 20 Jan 2026.