Stratos Wealth Partners’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.5M | Sell |
958,118
-81,475
| -8% | -$1.83M | 0.29% | 72 |
|
|
2025
Q1 | $23.3M | Buy |
1,039,593
+48,185
| +5% | +$1.08M | 0.35% | 57 |
|
|
2024
Q4 | $22M | Buy |
991,408
+196,299
| +25% | +$4.36M | 0.31% | 62 |
|
|
2024
Q3 | $18M | Buy |
795,109
+20,785
| +3% | +$470K | 0.26% | 76 |
|
|
2024
Q2 | $17.1M | Buy |
774,324
+50,256
| +7% | +$1.11M | 0.27% | 71 |
|
|
2024
Q1 | $16M | Buy |
724,068
+44,232
| +7% | +$980K | 0.27% | 73 |
|
|
2023
Q4 | $15.2M | Buy |
679,836
+215,418
| +46% | +$4.82M | 0.28% | 67 |
|
|
2023
Q3 | $10.1M | Buy |
464,418
+26,794
| +6% | +$585K | 0.22% | 98 |
|
|
2023
Q2 | $9.69M | Buy |
437,624
+28,779
| +7% | +$637K | 0.22% | 98 |
|
|
2023
Q1 | $9.26M | Buy |
+408,845
| New | +$9.26M | 0.25% | 86 |
|