Stifel Financial’s iShares iBonds Mar 2023 Term Corporate ex-Financials ETF IBCE Stock Holding History

Stifel Financial’s Portfolio IBCE Stock Details IBCE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-27,667	Closed	-$651K	–	2933
2018 Q4	$651K	Sell	27,667 -337	-1%	-$7.9K	﹤0.01%	1799
2018 Q3	$658K	Buy	28,004 +2,172	+8%	+$51.3K	﹤0.01%	1952
2018 Q2	$609K	Buy	25,832 +1,495	+6%	+$35.2K	﹤0.01%	1916
2018 Q1	$577K	Buy	24,337 +6,656	+38%	+$159K	﹤0.01%	1888
2017 Q4	$431K	Buy	17,681 +6,096	+53%	+$149K	﹤0.01%	2002
2017 Q3	$286K	Buy	11,585 +1,690	+17%	+$41.5K	﹤0.01%	2178
2017 Q2	$243K	Buy	9,895 +1,591	+19%	+$39K	﹤0.01%	2239
2017 Q1	$204K	Buy	+8,304	New	+$201K	﹤0.01%	2316

Other funds holding IBCE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CNB

Camden National Bank Camden, Maine $739M AUM 14.29% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Stifel Financial's IBCE Position: Q1 2019 in Review

Stifel Financial sold out of iShares iBonds Mar 2023 Term Corporate ex-Financials ETF (IBCE) in Q1 2019, closing a stake of 27,667 shares — an estimated $651K sold.

Stifel Financial first reported a position in IBCE in Q1 2017 and held it in 8 quarters. The position peaked at $658K in Q3 2018. 16 funds tracked by Wall St. Rank hold IBCE as of Q1 2019.

Stifel Financial reported no remaining iShares iBonds Mar 2023 Term Corporate ex-Financials ETF position as of Q1 2019 after selling out during the quarter.
Stifel Financial sold 27,667 iShares iBonds Mar 2023 Term Corporate ex-Financials ETF shares in Q1 2019, an estimated $651K.
Stifel Financial first reported a position in iShares iBonds Mar 2023 Term Corporate ex-Financials ETF in Q1 2017 and held it in 8 quarters.
Stifel Financial's iShares iBonds Mar 2023 Term Corporate ex-Financials ETF position peaked at $658K in Q3 2018.
16 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ex-Financials ETF as of Q1 2019.

Based on Stifel Financial's 13F filing for Q1 2019, filed 14 May 2019.