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Stratos Wealth Partners’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Stratos Wealth Partners’s Portfolio IMTB Stock Details IMTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,975
Closed -$254K – 1439
2024
Q4 		$254K Buy
5,975
+862
+17% +$37.2K ﹤0.01% 1230
2024
Q3 		$228K Buy
+5,113
New +$224K ﹤0.01% 1274
2023
Q4 		– Sell
-5,664
Closed -$233K – 1397
2023
Q3 		$233K Sell
5,664
-1,035
-15% -$43.8K 0.01% 1108
2023
Q2 		$289K Buy
+6,699
New +$291K 0.01% 976
2023
Q1 		– Sell
-6,699
Closed -$286K – 1170
2022
Q4 		$286K Sell
6,699
-59
-0.9% -$2.51K 0.01% 910
2022
Q3 		$286K Sell
6,758
-675
-9% -$30.1K 0.01% 885
2022
Q2 		$333K Hold
7,433
– – 0.01% 888
2022
Q1 		$352K Sell
7,433
-2,779
-27% -$135K 0.01% 930
2021
Q4 		$515K Sell
10,212
-609
-6% -$30.9K 0.01% 796
2021
Q3 		$554K Buy
10,821
+908
+9% +$46.8K 0.01% 709
2021
Q2 		$510K Sell
9,913
-4,038
-29% -$207K 0.01% 762
2021
Q1 		$711K Buy
13,951
+756
+6% +$39.1K 0.02% 604
2020
Q4 		$691K Buy
13,195
+1,525
+13% +$79.7K 0.02% 565
2020
Q3 		$611K Hold
11,670
– – 0.02% 548
2020
Q2 		$610K Hold
11,670
– – 0.02% 526
2020
Q1 		$598K Sell
11,670
-8,231
-41% -$420K 0.03% 466
2019
Q4 		$1.01M Buy
19,901
+725
+4% +$36.7K 0.04% 388
2019
Q3 		$973K Buy
19,176
+4,733
+33% +$239K 0.04% 372
2019
Q2 		$727K Buy
14,443
+7,384
+105% +$366K 0.03% 459
2019
Q1 		$349K Buy
+7,059
New +$343K 0.02% 659

Other funds holding IMTB

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Stratos Wealth Partners's IMTB Position: Q1 2025 in Review

Stratos Wealth Partners sold out of iShares Core 5-10 Year USD Bond ETF (IMTB) in Q1 2025, closing a stake of 5,975 shares — an estimated $254K sold.

Stratos Wealth Partners first reported a position in IMTB in Q1 2019 and held it in 20 quarters. The position peaked at $1.01M in Q4 2019. 48 funds tracked by Wall St. Rank hold IMTB as of Q1 2025.

  • Stratos Wealth Partners reported no remaining iShares Core 5-10 Year USD Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 5,975 iShares Core 5-10 Year USD Bond ETF shares in Q1 2025, an estimated $254K.
  • Stratos Wealth Partners first reported a position in iShares Core 5-10 Year USD Bond ETF in Q1 2019 and held it in 20 quarters.
  • Stratos Wealth Partners's iShares Core 5-10 Year USD Bond ETF position peaked at $1.01M in Q4 2019.
  • 48 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q1 2025.

Based on Stratos Wealth Partners's 13F filing for Q1 2025, filed 30 Apr 2025.