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Steward Financial Group’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Steward Financial Group’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$75K Hold
3,377
– – 0.02% 113
2023
Q2 		$76K Hold
3,377
– – 0.02% 109
2023
Q1 		$77K Buy
+3,377
New +$77.3K 0.03% 70

Other funds holding IBTG

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Steward Financial Group held its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) position steady in Q3 2023 at 3,377 shares worth $75K. The position accounts for 0.02% of the portfolio, ranked #113.

Steward Financial Group first reported a position in IBTG in Q1 2023 and has held it in 3 quarters since. The position peaked at $77K in Q1 2023. 106 funds tracked by Wall St. Rank hold IBTG as of Q3 2023.

  • Steward Financial Group held 3,377 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $75K as of Q3 2023.
  • Steward Financial Group left its iShares iBonds Dec 2026 Term Treasury ETF share count unchanged in Q3 2023.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.02% of Steward Financial Group's portfolio in Q3 2023, its #113 holding.
  • Steward Financial Group first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2023 and has held it in 3 quarters since.
  • Steward Financial Group's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $77K in Q1 2023.
  • 106 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q3 2023.

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