Stratos Wealth Partners’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Stratos Wealth Partners’s Portfolio IBTG Stock Details IBTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$16.6M	Buy	725,800 +22,841	+3%	+$522K	0.17%	115
2026 Q2	$16.1M	Buy	702,959 +8,636	+1%	+$198K	0.16%	133
2026 Q1	$15.9M	Buy	694,323 +19,028	+3%	+$436K	0.18%	111
2025 Q4	$15.4M	Buy	675,295 +6,755	+1%	+$155K	0.17%	113
2025 Q3	$15.3M	Buy	668,540 +28,077	+4%	+$643K	0.18%	114
2025 Q2	$14.7M	Sell	640,463 -56,541	-8%	-$1.29M	0.2%	109
2025 Q1	$16M	Buy	697,004 +25,098	+4%	+$573K	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%	+$389K	0.21%	101
2024 Q2	$13.6M	Buy	600,270 +31,015	+5%	+$700K	0.22%	93
2024 Q1	$12.9M	Buy	569,255 +20,220	+4%	+$460K	0.21%	105
2023 Q4	$12.5M	Buy	549,035 +223,061	+68%	+$5.03M	0.23%	91
2023 Q3	$7.32M	Buy	325,974 +34,764	+12%	+$784K	0.16%	146
2023 Q2	$6.6M	Buy	291,210 +15,843	+6%	+$364K	0.15%	158
2023 Q1	$6.36M	Buy	+275,367	New	+$6.3M	0.17%	126

Other funds holding IBTG

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return

Stratos Wealth Partners's IBTG Position: Q3 2026 in Review

Stratos Wealth Partners increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 3.2% in Q3 2026, buying an estimated $522K and bringing the position to 725,800 shares worth $16.6M. The position accounts for 0.17% of the portfolio, ranked #115.

Stratos Wealth Partners first reported a position in IBTG in Q1 2023 and has held it in 15 quarters since. 282 funds tracked by Wall St. Rank hold IBTG as of Q3 2026.

Stratos Wealth Partners held 725,800 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $16.6M as of Q3 2026.
Stratos Wealth Partners bought 22,841 iShares iBonds Dec 2026 Term Treasury ETF shares in Q3 2026, an estimated $522K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.17% of Stratos Wealth Partners's portfolio in Q3 2026, its #115 holding.
Stratos Wealth Partners first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2023 and has held it in 15 quarters since.
282 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q3 2026.

Based on Stratos Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.