Stratos Wealth Partners’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-646,713
| Closed | -$14.4M | – | 1433 |
|
|
2024
Q4 | $14.4M | Buy |
646,713
+53,775
| +9% | +$1.19M | 0.2% | 100 |
|
|
2024
Q3 | $13.9M | Buy |
592,938
+81,272
| +16% | +$1.91M | 0.2% | 107 |
|
|
2024
Q2 | $11.5M | Buy |
511,666
+45,270
| +10% | +$1.02M | 0.18% | 113 |
|
|
2024
Q1 | $10.6M | Buy |
466,396
+426,510
| +1,069% | +$9.67M | 0.18% | 130 |
|
|
2023
Q4 | $922K | Buy |
+39,886
| New | +$922K | 0.02% | 657 |
|