MFG
IBTP

Mendota Financial Group’s iShares iBonds Dec 2034 Term Treasury ETF IBTP Stock Holding History

Mendota Financial Group’s Portfolio IBTP Stock Details IBTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,192
Closed -$56.6K – 99
2025
Q4 		$56.6K Hold
2,192
– – 0.04% 62
2025
Q3 		$56.8K Buy
+2,192
New +$56.3K 0.04% 67

Other funds holding IBTP

AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $163M AUM 19.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mendota Financial Group's IBTP Position: Q1 2026 in Review

Mendota Financial Group sold out of iShares iBonds Dec 2034 Term Treasury ETF (IBTP) in Q1 2026, closing a stake of 2,192 shares — an estimated $56.6K sold.

Mendota Financial Group first reported a position in IBTP in Q3 2025 and held it in 2 quarters. The position peaked at $56.8K in Q3 2025. 55 funds tracked by Wall St. Rank hold IBTP as of Q1 2026.

  • Mendota Financial Group reported no remaining iShares iBonds Dec 2034 Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Mendota Financial Group sold 2,192 iShares iBonds Dec 2034 Term Treasury ETF shares in Q1 2026, an estimated $56.6K.
  • Mendota Financial Group first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q3 2025 and held it in 2 quarters.
  • Mendota Financial Group's iShares iBonds Dec 2034 Term Treasury ETF position peaked at $56.8K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q1 2026.

Based on Mendota Financial Group's 13F filing for Q1 2026, filed 16 Apr 2026.