SFG
IBTE

Steward Financial Group’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Steward Financial Group’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$77K Hold
3,254
– – 0.02% 111
2023
Q2 		$77K Hold
3,254
– – 0.02% 107
2023
Q1 		$78K Buy
+3,254
New +$77.7K 0.03% 68

Other funds holding IBTE

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

Steward Financial Group held its iShares iBonds Dec 2024 Term Treasury ETF (IBTE) position steady in Q3 2023 at 3,254 shares worth $77K. The position accounts for 0.02% of the portfolio, ranked #111.

Steward Financial Group first reported a position in IBTE in Q1 2023 and has held it in 3 quarters since. The position peaked at $78K in Q1 2023. 237 funds tracked by Wall St. Rank hold IBTE as of Q3 2023.

  • Steward Financial Group held 3,254 shares of iShares iBonds Dec 2024 Term Treasury ETF worth $77K as of Q3 2023.
  • Steward Financial Group left its iShares iBonds Dec 2024 Term Treasury ETF share count unchanged in Q3 2023.
  • iShares iBonds Dec 2024 Term Treasury ETF made up 0.02% of Steward Financial Group's portfolio in Q3 2023, its #111 holding.
  • Steward Financial Group first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q1 2023 and has held it in 3 quarters since.
  • Steward Financial Group's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $78K in Q1 2023.
  • 237 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q3 2023.

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