Stifel Financial
IBDN

Stifel Financial’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Stifel Financial’s Portfolio IBDN Stock Details IBDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-163,022
Closed -$4.08M – 3446
2022
Q3 		$4.08M Sell
163,022
-23,485
-13% -$587K 0.01% 1041
2022
Q2 		$4.67M Sell
186,507
-29,137
-14% -$729K 0.01% 1001
2022
Q1 		$5.4M Sell
215,644
-5,233
-2% -$131K 0.01% 1018
2021
Q4 		$5.55M Buy
220,877
+20,523
+10% +$517K 0.01% 1017
2021
Q3 		$5.07M Sell
200,354
-240,108
-55% -$6.08M 0.01% 1009
2021
Q2 		$11.2M Sell
440,462
-200,809
-31% -$5.1M 0.02% 667
2021
Q1 		$16.3M Buy
641,271
+198,992
+45% +$5.07M 0.03% 498
2020
Q4 		$11.3M Sell
442,279
-88,192
-17% -$2.26M 0.02% 562
2020
Q3 		$13.6M Sell
530,471
-106,333
-17% -$2.73M 0.03% 445
2020
Q2 		$16.4M Buy
636,804
+11,702
+2% +$297K 0.04% 375
2020
Q1 		$15.3M Buy
625,102
+192,320
+44% +$4.83M 0.04% 341
2019
Q4 		$11M Buy
432,782
+23,184
+6% +$586K 0.02% 570
2019
Q3 		$10.4M Buy
409,598
+39,904
+11% +$1.01M 0.03% 537
2019
Q2 		$9.33M Sell
369,694
-8,665
-2% -$216K 0.02% 595
2019
Q1 		$9.43M Buy
378,359
+263,846
+230% +$6.49M 0.03% 559
2018
Q4 		$2.77M Buy
114,513
+40,383
+54% +$976K 0.01% 1003
2018
Q3 		$1.8M Buy
74,130
+15,518
+26% +$378K 0.01% 1318
2018
Q2 		$1.43M Buy
58,612
+12,050
+26% +$293K ﹤0.01% 1402
2018
Q1 		$1.14M Buy
46,562
+29,533
+173% +$727K ﹤0.01% 1485
2017
Q4 		$423K Buy
+17,029
New +$427K ﹤0.01% 2011

Other funds holding IBDN

OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Stifel Financial's IBDN Position: Q4 2022 in Review

Stifel Financial sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 163,022 shares — an estimated $4.08M sold.

Stifel Financial first reported a position in IBDN in Q4 2017 and held it in 20 quarters. The position peaked at $16.4M in Q2 2020. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

  • Stifel Financial reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • Stifel Financial sold 163,022 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $4.08M.
  • Stifel Financial first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q4 2017 and held it in 20 quarters.
  • Stifel Financial's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $16.4M in Q2 2020.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Stifel Financial's 13F filing for Q4 2022, filed 13 Feb 2023.