CFGS
IBTG icon

Concourse Financial Group Securities’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Concourse Financial Group Securities’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-380
Closed -$8.87K – 2160
2022
Q2 		$9K Buy
+380
New +$8.97K ﹤0.01% 1686

Other funds holding IBTG

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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RHP
Royal Harbor Partners Houston, Texas $323M AUM 14.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Concourse Financial Group Securities sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q3 2022, closing a stake of 380 shares — an estimated $8.87K sold.

Concourse Financial Group Securities first reported a position in IBTG in Q2 2022 and held it in 1 quarter. The position peaked at $9K in Q2 2022. 35 funds tracked by Wall St. Rank hold IBTG as of Q3 2022.

  • Concourse Financial Group Securities reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q3 2022 after selling out during the quarter.
  • Concourse Financial Group Securities sold 380 iShares iBonds Dec 2026 Term Treasury ETF shares in Q3 2022, an estimated $8.87K.
  • Concourse Financial Group Securities first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2022 and held it in 1 quarter.
  • Concourse Financial Group Securities's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $9K in Q2 2022.
  • 35 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q3 2022.

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