Stratos Wealth Partners’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.3M	Buy	517,913 +22,170	+4%	+$486K	0.13%	170
2025 Q4	$10.9M	Buy	495,743 +463,718	+1,448%	+$10.2M	0.12%	175
2025 Q3	$703K	Buy	32,025 +33	+0.1%	+$722	0.01%	891
2025 Q2	$701K	Sell	31,992 -1,007	-3%	-$21.9K	0.01%	816
2025 Q1	$718K	Sell	32,999 -4,943	-13%	-$106K	0.01%	764
2024 Q4	$809K	Buy	37,942 +121	+0.3%	+$2.61K	0.01%	771
2024 Q3	$836K	Sell	37,821 -9,911	-21%	-$217K	0.01%	753
2024 Q2	$1.02M	Buy	47,732 +6,651	+16%	+$141K	0.02%	640
2024 Q1	$883K	Buy	41,081 +42	+0.1%	+$905	0.01%	692
2023 Q4	$894K	Buy	41,039 +8,226	+25%	+$174K	0.02%	664
2023 Q3	$689K	Buy	+32,813	New	+$700K	0.01%	694

Other funds holding IBTJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return