MFG
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Mendota Financial Group’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Mendota Financial Group’s Portfolio IBTO Stock Details IBTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,781
Closed -$255K – 227
2024
Q4 		$255K Buy
+10,781
New +$261K 0.17% 36

Other funds holding IBTO

GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Mendota Financial Group sold out of iShares iBonds Dec 2033 Term Treasury ETF (IBTO) in Q1 2025, closing a stake of 10,781 shares — an estimated $255K sold.

Mendota Financial Group first reported a position in IBTO in Q4 2024 and held it in 1 quarter. The position peaked at $255K in Q4 2024. 71 funds tracked by Wall St. Rank hold IBTO as of Q1 2025.

  • Mendota Financial Group reported no remaining iShares iBonds Dec 2033 Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Mendota Financial Group sold 10,781 iShares iBonds Dec 2033 Term Treasury ETF shares in Q1 2025, an estimated $255K.
  • Mendota Financial Group first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2024 and held it in 1 quarter.
  • Mendota Financial Group's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $255K in Q4 2024.
  • 71 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2025.

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