Stratos Reshuffles Treasury ETFs, Ups Its IBTG Stake to $34 Million
The Motley Fool·2025-12-02 20:29
Stratos Wealth Advisors re-jigged its treasury bond holdings, but the IBTG buy does not look like a major shift in strategy.Stratos Wealth Advisors, LLC bought 975,298 shares of iShares iBonds Dec 2026 Term Treasury ETF (IBTG 0.02%) in Q3 2025, increasing its holdings by $22.39 million. The position now accounts for 1.6% of the firm's assets under management (AUM).What happenedAccording to a Nov. 6 Securities and Exchange Commission (SEC) filing, Stratos Wealth Advisors bought an additional 975,298 shares o ...