Stratos Wealth Partners’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $221K | Sell |
10,757
-252
| -2% | -$5.17K | ﹤0.01% | 1291 |
|
2025
Q1 | $224K | Sell |
11,009
-53
| -0.5% | -$1.08K | ﹤0.01% | 1232 |
|
2024
Q4 | $219K | Buy |
11,062
+133
| +1% | +$2.63K | ﹤0.01% | 1308 |
|
2024
Q3 | $228K | Buy |
10,929
+31
| +0.3% | +$645 | ﹤0.01% | 1276 |
|
2024
Q2 | $218K | Sell |
10,898
-6,100
| -36% | -$122K | ﹤0.01% | 1238 |
|
2024
Q1 | $343K | Buy |
16,998
+5,000
| +42% | +$101K | 0.01% | 1038 |
|
2023
Q4 | $246K | Buy |
+11,998
| New | +$246K | ﹤0.01% | 1181 |
|