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 Q2	$11.5M	Buy	533,453 +15,540	+3%	+$337K	0.12%	187
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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

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

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

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Stratos Wealth Partners increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 3% in Q2 2026, buying an estimated $337K and bringing the position to 533,453 shares worth $11.5M. The position accounts for 0.12% of the portfolio, ranked #187.

Stratos Wealth Partners first reported a position in IBTJ in Q3 2023 and has held it in 12 quarters since. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Stratos Wealth Partners held 533,453 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $11.5M as of Q2 2026.
Stratos Wealth Partners bought 15,540 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $337K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.12% of Stratos Wealth Partners's portfolio in Q2 2026, its #187 holding.
Stratos Wealth Partners first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q3 2023 and has held it in 12 quarters since.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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