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 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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Stratos Wealth Partners's IBTG Position: Q2 2026 in Review

Stratos Wealth Partners increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 1.2% in Q2 2026, buying an estimated $198K and bringing the position to 702,959 shares worth $16.1M. The position accounts for 0.16% of the portfolio, ranked #133.

Stratos Wealth Partners first reported a position in IBTG in Q1 2023 and has held it in 14 quarters since. 318 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Stratos Wealth Partners held 702,959 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $16.1M as of Q2 2026.
Stratos Wealth Partners bought 8,636 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $198K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.16% of Stratos Wealth Partners's portfolio in Q2 2026, its #133 holding.
Stratos Wealth Partners first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2023 and has held it in 14 quarters since.
318 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.