Stratos Wealth Partners’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.6M | Sell |
920,066
-76,904
| -8% | -$1.72M | 0.28% | 75 |
|
|
2025
Q1 | $22.2M | Buy |
996,970
+47,989
| +5% | +$1.07M | 0.34% | 63 |
|
|
2024
Q4 | $20.8M | Buy |
948,981
+169,656
| +22% | +$3.72M | 0.29% | 66 |
|
|
2024
Q3 | $17.5M | Buy |
779,325
+25,317
| +3% | +$570K | 0.25% | 78 |
|
|
2024
Q2 | $16.5M | Buy |
754,008
+37,763
| +5% | +$824K | 0.26% | 79 |
|
|
2024
Q1 | $15.7M | Buy |
716,245
+36,619
| +5% | +$803K | 0.26% | 75 |
|
|
2023
Q4 | $15.1M | Buy |
679,626
+207,011
| +44% | +$4.6M | 0.28% | 68 |
|
|
2023
Q3 | $10.2M | Buy |
472,615
+35,190
| +8% | +$758K | 0.22% | 97 |
|
|
2023
Q2 | $9.62M | Buy |
437,425
+28,586
| +7% | +$629K | 0.22% | 100 |
|
|
2023
Q1 | $9.19M | Buy |
+408,839
| New | +$9.19M | 0.25% | 87 |
|