MFG
IBTM icon

Mendota Financial Group’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Mendota Financial Group’s Portfolio IBTM Stock Details IBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-15,865
Closed -$352K – 228
2024
Q4 		$352K Sell
15,865
-4,227
-21% -$95.7K 0.23% 28
2024
Q3 		$472K Buy
20,092
+1,931
+11% +$44.7K 0.23% 34
2024
Q2 		$408K Buy
18,161
+182
+1% +$4.05K 0.22% 36
2024
Q1 		$408K Buy
17,979
+6,363
+55% +$145K 0.24% 35
2023
Q4 		$268K Buy
+11,616
New +$258K 0.21% 50

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mendota Financial Group's IBTM Position: Q1 2025 in Review

Mendota Financial Group sold out of iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q1 2025, closing a stake of 15,865 shares — an estimated $352K sold.

Mendota Financial Group first reported a position in IBTM in Q4 2023 and held it in 5 quarters. The position peaked at $472K in Q3 2024. 73 funds tracked by Wall St. Rank hold IBTM as of Q1 2025.

  • Mendota Financial Group reported no remaining iShares iBonds Dec 2032 Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Mendota Financial Group sold 15,865 iShares iBonds Dec 2032 Term Treasury ETF shares in Q1 2025, an estimated $352K.
  • Mendota Financial Group first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2023 and held it in 5 quarters.
  • Mendota Financial Group's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $472K in Q3 2024.
  • 73 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.