Stratos Wealth Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Stratos Wealth Advisors, LLC

$1.98 Billion
Q3 2025

A detailed history of Stratos Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Stratos Wealth Advisors, LLC holds 167,004 shares of IBMQ stock, worth $4.26 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

167,004

Previous 97,842 70.69%

Holding current value

$4.26 Million

Previous $2.49 Million 72.2%

% of portfolio

0.22%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	BUY	$25.37 - $25.79 $1.75 Million - $1.78 Million	69,162 Added 70.69%	167,004 $4.28 Million
Q2 2025 Jul 29, 2025	BUY	$24.88 - $25.41 $1.41 Million - $1.44 Million	56,730 Added 137.99%	97,842 $2.49 Million
Q1 2025 Apr 30, 2025	BUY	$25.08 - $25.39 $1.03 Million - $1.04 Million	41,112 New	41,112 $1.04 Million
Q4 2023 Jan 24, 2024	BUY	$24.26 - $25.61 $175,909 - $185,698	7,251 Added 18.09%	47,333 $1.21 Million
Q3 2023 Oct 24, 2023	BUY	$24.41 - $25.28 $439 - $455	18 Added 0.04%	40,082 $978,000
Q2 2023 Jul 18, 2023	SELL	$24.9 - $25.77 $6,025 - $6,236	-242 Reduced 0.6%	40,064 $1.01 Million
Q1 2023 Apr 27, 2023	BUY	$24.96 - $25.8 $124,775 - $128,974	4,999 Added 14.16%	40,306 $1.03 Million
Q4 2022 Jan 19, 2023	BUY	$24.12 - $25.25 $851,604 - $891,501	35,307 New	35,307 $0

Others Institutions Holding IBMQ

# of Institutions

179

Shares Held

18.5M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

Ticker IBMQ
Sector ETFs
Industry ETFs

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Stratos Wealth Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History