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Stratos Wealth Partners’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Stratos Wealth Partners’s Portfolio IBTK Stock Details IBTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,383
Closed -$205K – 1735
2026
Q1 		$205K Buy
+10,383
New +$206K ﹤0.01% 1528
2024
Q2 		– Sell
-15,910
Closed -$309K – 1408
2024
Q1 		$309K Buy
+15,910
New +$310K 0.01% 1085

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Stratos Wealth Partners sold out of iShares iBonds Dec 2030 Term Treasury ETF (IBTK) in Q2 2026, closing a stake of 10,383 shares — an estimated $205K sold.

Stratos Wealth Partners first reported a position in IBTK in Q1 2024 and held it in 2 quarters. The position peaked at $309K in Q1 2024. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

  • Stratos Wealth Partners reported no remaining iShares iBonds Dec 2030 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Stratos Wealth Partners sold 10,383 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $205K.
  • Stratos Wealth Partners first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q1 2024 and held it in 2 quarters.
  • Stratos Wealth Partners's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $309K in Q1 2024.
  • 172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

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