Strata Wealth Advisors LLC Purchases Stake in iShares 10-20 Year Treasury Bond ETF

Strata Wealth Advisors LLC purchased 71,026 shares of the iShares 10-20 Year Treasury Bond ETF during the third quarter, valued at approximately $6,546,000, according to a disclosure with the Securities & Exchange Commission. This purchase makes the ETF the 17th largest holding for Strata Wealth Advisors LLC, which previously owned about 0.06% of the ETF at the end of the most recent quarter. Other firms, including Avidian Wealth Enterprises LLC, Systelligence LLC, Triad Wealth Partners LLC, and Diversify Wealth Management LLC, also made purchases or adjustments to their holdings of the ETF during the first and third quarters.

The purchase reflects continued institutional interest in the iShares 10-20 Year Treasury Bond ETF, which comprises approximately 1.5% of Strata Wealth Advisors LLC’s total holdings. This activity is part of a broader trend where various wealth management firms have been actively buying and selling shares of the ETF during the second half of the year.

Holdings in the iShares 10-20 Year Treasury Bond ETF saw significant activity from various wealth management firms during the third and fourth quarters.