SFG
IBTD

Steward Financial Group’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Steward Financial Group’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$78K Hold
3,149
– – 0.02% 110
2023
Q2 		$78K Hold
3,149
– – 0.02% 105
2023
Q1 		$78K Buy
+3,149
New +$77.9K 0.03% 69

Other funds holding IBTD

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Steward Financial Group's IBTD Position: Q3 2023 in Review

Steward Financial Group held its iShares iBonds Dec 2023 Term Treasury ETF (IBTD) position steady in Q3 2023 at 3,149 shares worth $78K. The position accounts for 0.02% of the portfolio, ranked #110.

Steward Financial Group first reported a position in IBTD in Q1 2023 and has held it in 3 quarters since. 212 funds tracked by Wall St. Rank hold IBTD as of Q3 2023.

  • Steward Financial Group held 3,149 shares of iShares iBonds Dec 2023 Term Treasury ETF worth $78K as of Q3 2023.
  • Steward Financial Group left its iShares iBonds Dec 2023 Term Treasury ETF share count unchanged in Q3 2023.
  • iShares iBonds Dec 2023 Term Treasury ETF made up 0.02% of Steward Financial Group's portfolio in Q3 2023, its #110 holding.
  • Steward Financial Group first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q1 2023 and has held it in 3 quarters since.
  • 212 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.