Stratos Wealth Partners’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-10,757	Closed	-$221K	–	1575
2025 Q2	$221K	Sell	10,757 -252	-2%	-$5.1K	﹤0.01%	1291
2025 Q1	$224K	Sell	11,009 -53	-0.5%	-$1.06K	﹤0.01%	1232
2024 Q4	$219K	Buy	11,062 +133	+1%	+$2.68K	﹤0.01%	1308
2024 Q3	$228K	Buy	10,929 +31	+0.3%	+$637	﹤0.01%	1276
2024 Q2	$218K	Sell	10,898 -6,100	-36%	-$121K	﹤0.01%	1238
2024 Q1	$343K	Buy	16,998 +5,000	+42%	+$101K	0.01%	1038
2023 Q4	$246K	Buy	+11,998	New	+$237K	﹤0.01%	1181

Other funds holding IBTL

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TPWA

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

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

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

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Probity Advisors Dallas, Texas $631M AUM 17.4% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Stratos Wealth Partners's IBTL Position: Q3 2025 in Review

Stratos Wealth Partners sold out of iShares iBonds Dec 2031 Term Treasury ETF (IBTL) in Q3 2025, closing a stake of 10,757 shares — an estimated $221K sold.

Stratos Wealth Partners first reported a position in IBTL in Q4 2023 and held it in 7 quarters. The position peaked at $343K in Q1 2024. 109 funds tracked by Wall St. Rank hold IBTL as of Q3 2025.

Stratos Wealth Partners reported no remaining iShares iBonds Dec 2031 Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
Stratos Wealth Partners sold 10,757 iShares iBonds Dec 2031 Term Treasury ETF shares in Q3 2025, an estimated $221K.
Stratos Wealth Partners first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q4 2023 and held it in 7 quarters.
Stratos Wealth Partners's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $343K in Q1 2024.
109 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q3 2025.

Based on Stratos Wealth Partners's 13F filing for Q3 2025, filed 6 Nov 2025.