CFGS
IBTF

Concourse Financial Group Securities’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Concourse Financial Group Securities’s Portfolio IBTF Stock Details IBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-324
Closed -$7.7K – 2159
2022
Q2 		$8K Buy
+324
New +$7.78K ﹤0.01% 1727

Other funds holding IBTF

SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Concourse Financial Group Securities's IBTF Position: Q3 2022 in Review

Concourse Financial Group Securities sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q3 2022, closing a stake of 324 shares — an estimated $7.7K sold.

Concourse Financial Group Securities first reported a position in IBTF in Q2 2022 and held it in 1 quarter. The position peaked at $8K in Q2 2022. 64 funds tracked by Wall St. Rank hold IBTF as of Q3 2022.

  • Concourse Financial Group Securities reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q3 2022 after selling out during the quarter.
  • Concourse Financial Group Securities sold 324 iShares iBonds Dec 2025 Term Treasury ETF shares in Q3 2022, an estimated $7.7K.
  • Concourse Financial Group Securities first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2022 and held it in 1 quarter.
  • Concourse Financial Group Securities's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $8K in Q2 2022.
  • 64 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q3 2022.

Based on Concourse Financial Group Securities's 13F filing for Q3 2022, filed 15 Nov 2022.