SFG
IBTF

Steward Financial Group’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Steward Financial Group’s Portfolio IBTF Stock Details IBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$76K Hold
3,316
– – 0.02% 112
2023
Q2 		$76K Hold
3,316
– – 0.02% 108
2023
Q1 		$78K Buy
+3,316
New +$77.5K 0.03% 67

Other funds holding IBTF

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Steward Financial Group held its iShares iBonds Dec 2025 Term Treasury ETF (IBTF) position steady in Q3 2023 at 3,316 shares worth $76K. The position accounts for 0.02% of the portfolio, ranked #112.

Steward Financial Group first reported a position in IBTF in Q1 2023 and has held it in 3 quarters since. The position peaked at $78K in Q1 2023. 179 funds tracked by Wall St. Rank hold IBTF as of Q3 2023.

  • Steward Financial Group held 3,316 shares of iShares iBonds Dec 2025 Term Treasury ETF worth $76K as of Q3 2023.
  • Steward Financial Group left its iShares iBonds Dec 2025 Term Treasury ETF share count unchanged in Q3 2023.
  • iShares iBonds Dec 2025 Term Treasury ETF made up 0.02% of Steward Financial Group's portfolio in Q3 2023, its #112 holding.
  • Steward Financial Group first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q1 2023 and has held it in 3 quarters since.
  • Steward Financial Group's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $78K in Q1 2023.
  • 179 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q3 2023.

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