Stratos Wealth Partners’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$23M	Buy	1,039,854 +26,051	+3%	+$578K	0.23%	89
2026 Q1	$22.6M	Buy	1,013,803 +36,830	+4%	+$823K	0.26%	76
2025 Q4	$21.9M	Buy	976,973 +14,281	+1%	+$320K	0.25%	79
2025 Q3	$21.5M	Buy	962,692 +42,626	+5%	+$951K	0.25%	78
2025 Q2	$20.6M	Sell	920,066 -76,904	-8%	-$1.71M	0.28%	75
2025 Q1	$22.2M	Buy	996,970 +47,989	+5%	+$1.06M	0.34%	63
2024 Q4	$20.8M	Buy	948,981 +169,656	+22%	+$3.74M	0.29%	66
2024 Q3	$17.5M	Buy	779,325 +25,317	+3%	+$564K	0.25%	78
2024 Q2	$16.5M	Buy	754,008 +37,763	+5%	+$820K	0.26%	79
2024 Q1	$15.7M	Buy	716,245 +36,619	+5%	+$806K	0.26%	75
2023 Q4	$15.1M	Buy	679,626 +207,011	+44%	+$4.49M	0.28%	68
2023 Q3	$10.2M	Buy	472,615 +35,190	+8%	+$766K	0.22%	97
2023 Q2	$9.62M	Buy	437,425 +28,586	+7%	+$639K	0.22%	100
2023 Q1	$9.19M	Buy	+408,839	New	+$9.09M	0.25%	87

Other funds holding IBTI

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 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

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IWC

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

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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

Stratos Wealth Partners increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 2.6% in Q2 2026, buying an estimated $578K and bringing the position to 1,039,854 shares worth $23M. The position accounts for 0.23% of the portfolio, ranked #89.

Stratos Wealth Partners first reported a position in IBTI in Q1 2023 and has held it in 14 quarters since. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Stratos Wealth Partners held 1,039,854 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $23M as of Q2 2026.
Stratos Wealth Partners bought 26,051 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $578K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.23% of Stratos Wealth Partners's portfolio in Q2 2026, its #89 holding.
Stratos Wealth Partners first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2023 and has held it in 14 quarters since.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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