Stratos Wealth Partners’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.7M | Sell |
640,463
-56,541
| -8% | -$1.3M | 0.2% | 109 |
|
|
2025
Q1 | $16M | Buy |
697,004
+25,098
| +4% | +$576K | 0.24% | 88 |
|
|
2024
Q4 | $15.3M | Buy |
671,906
+54,634
| +9% | +$1.25M | 0.22% | 93 |
|
|
2024
Q3 | $14.2M | Buy |
617,272
+17,002
| +3% | +$392K | 0.21% | 101 |
|
|
2024
Q2 | $13.6M | Buy |
600,270
+31,015
| +5% | +$703K | 0.22% | 93 |
|
|
2024
Q1 | $12.9M | Buy |
569,255
+20,220
| +4% | +$459K | 0.21% | 105 |
|
|
2023
Q4 | $12.5M | Buy |
549,035
+223,061
| +68% | +$5.1M | 0.23% | 91 |
|
|
2023
Q3 | $7.32M | Buy |
325,974
+34,764
| +12% | +$781K | 0.16% | 146 |
|
|
2023
Q2 | $6.6M | Buy |
291,210
+15,843
| +6% | +$359K | 0.15% | 158 |
|
|
2023
Q1 | $6.36M | Buy |
+275,367
| New | +$6.36M | 0.17% | 126 |
|