SFC
IBTG icon

Strategic Financial Concepts’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Strategic Financial Concepts’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
2024
Q3 		– Sell
-62,103
Closed -$2.73K – 450
2024
Q2 		$2.73K Buy
62,103
+50,037
+415% +$1.13M ﹤0.01% 526
2024
Q1 		$274K Buy
12,066
+2,700
+29% +$61.4K 0.07% 239
2023
Q4 		$214K Buy
+9,366
New +$211K 0.13% 129

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Strategic Financial Concepts's IBTG Position: Q3 2024 in Review

Strategic Financial Concepts sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q3 2024, closing a stake of 62,103 shares — an estimated $2.73K sold.

Strategic Financial Concepts first reported a position in IBTG in Q4 2023 and held it in 3 quarters. The position peaked at $274K in Q1 2024. 211 funds tracked by Wall St. Rank hold IBTG as of Q3 2024.

  • Strategic Financial Concepts reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 62,103 iShares iBonds Dec 2026 Term Treasury ETF shares in Q3 2024, an estimated $2.73K.
  • Strategic Financial Concepts first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2023 and held it in 3 quarters.
  • Strategic Financial Concepts's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $274K in Q1 2024.
  • 211 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.