Stifel Financial
IBDD

Stifel Financial’s iShares iBonds Mar 2023 Term Corporate ETF IBDD Stock Holding History

Stifel Financial’s Portfolio IBDD Stock Details IBDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-215,334
Closed -$5.83M – 3450
2021
Q2 		$5.83M Sell
215,334
-2,473
-1% -$67.1K 0.01% 939
2021
Q1 		$5.92M Buy
217,807
+5,633
+3% +$153K 0.01% 872
2020
Q4 		$5.79M Buy
212,174
+15,946
+8% +$435K 0.01% 818
2020
Q3 		$5.37M Sell
196,228
-7,763
-4% -$213K 0.01% 741
2020
Q2 		$5.58M Buy
203,991
+183,528
+897% +$4.96M 0.01% 691
2020
Q1 		$539K Buy
20,463
+1,469
+8% +$39.1K ﹤0.01% 1818
2019
Q4 		$513K Buy
18,994
+466
+3% +$12.5K ﹤0.01% 2243
2019
Q3 		$499K Buy
18,528
+503
+3% +$13.5K ﹤0.01% 2171
2019
Q2 		$482K Sell
18,025
-433
-2% -$11.4K ﹤0.01% 2234
2019
Q1 		$488K Buy
+18,458
New +$479K ﹤0.01% 2081
2018
Q3 		– Sell
-16,606
Closed -$429K – 2843
2018
Q2 		$429K Buy
16,606
+962
+6% +$24.7K ﹤0.01% 2099
2018
Q1 		$405K Buy
15,644
+4,262
+37% +$111K ﹤0.01% 2089
2017
Q4 		$302K Buy
11,382
+3,915
+52% +$104K ﹤0.01% 2202
2017
Q3 		$200K Buy
+7,467
New +$200K ﹤0.01% 2380

Other funds holding IBDD

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FC
Ferris Capital Marlborough, Massachusetts $437M AUM 8.6% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial's IBDD Position: Q3 2021 in Review

Stifel Financial sold out of iShares iBonds Mar 2023 Term Corporate ETF (IBDD) in Q3 2021, closing a stake of 215,334 shares — an estimated $5.83M sold.

Stifel Financial first reported a position in IBDD in Q3 2017 and held it in 14 quarters. The position peaked at $5.92M in Q1 2021. 23 funds tracked by Wall St. Rank hold IBDD as of Q3 2021.

  • Stifel Financial reported no remaining iShares iBonds Mar 2023 Term Corporate ETF position as of Q3 2021 after selling out during the quarter.
  • Stifel Financial sold 215,334 iShares iBonds Mar 2023 Term Corporate ETF shares in Q3 2021, an estimated $5.83M.
  • Stifel Financial first reported a position in iShares iBonds Mar 2023 Term Corporate ETF in Q3 2017 and held it in 14 quarters.
  • Stifel Financial's iShares iBonds Mar 2023 Term Corporate ETF position peaked at $5.92M in Q1 2021.
  • 23 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ETF as of Q3 2021.

Based on Stifel Financial's 13F filing for Q3 2021, filed 15 Nov 2021.