A detailed history of Stratos Wealth Partners, Ltd. transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Stratos Wealth Partners, Ltd. holds 28,205 shares of IBMQ stock, worth $714,150. This represents 0.01% of its overall portfolio holdings.

Number of Shares
28,205
Previous 34,181 17.48%
Holding current value
$714,150
Previous $855,000 15.56%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

SELL
$24.91 - $25.63 $148,862 - $153,164
-5,976 Reduced 17.48%
28,205 $722,000
Q2 2024

Jul 24, 2024

BUY
$24.81 - $25.19 $447,175 - $454,024
18,024 Added 111.56%
34,181 $855,000
Q1 2024

Apr 16, 2024

BUY
$25.27 - $25.61 $379 - $384
15 Added 0.09%
16,157 $408,000
Q4 2023

Jan 24, 2024

BUY
$24.26 - $25.61 $60,431 - $63,794
2,491 Added 18.25%
16,142 $413,000
Q3 2023

Oct 24, 2023

BUY
$24.41 - $25.28 $333,220 - $345,097
13,651 New
13,651 $333,000

Others Institutions Holding IBMQ

About ISHARES TR IBONDS DEC 2028 TER


  • Ticker IBMQ
  • Sector ETFs
  • Industry ETFs
More about IBMQ
Track This Portfolio

Track Stratos Wealth Partners, Ltd. Portfolio

Follow Stratos Wealth Partners, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stratos Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Stratos Wealth Partners, Ltd. with notifications on news.