Stifel Financial
IBDO

Stifel Financial’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Stifel Financial’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-79,815
Closed -$2.02M – 3450
2023
Q3 		$2.02M Sell
79,815
-100,450
-56% -$2.54M ﹤0.01% 1590
2023
Q2 		$4.56M Sell
180,265
-16,163
-8% -$407K 0.01% 1093
2023
Q1 		$4.95M Buy
196,428
+721
+0.4% +$18.1K 0.01% 1024
2022
Q4 		$4.9M Sell
195,707
-51,780
-21% -$1.29M 0.01% 995
2022
Q3 		$6.17M Sell
247,487
-776
-0.3% -$19.4K 0.01% 842
2022
Q2 		$6.23M Sell
248,263
-9,072
-4% -$228K 0.01% 855
2022
Q1 		$6.5M Buy
257,335
+6,728
+3% +$171K 0.01% 924
2021
Q4 		$6.43M Sell
250,607
-2,983
-1% -$77K 0.01% 934
2021
Q3 		$6.59M Sell
253,590
-245
-0.1% -$6.37K 0.01% 888
2021
Q2 		$6.62M Sell
253,835
-148,769
-37% -$3.88M 0.01% 875
2021
Q1 		$10.5M Buy
402,604
+40,524
+11% +$1.06M 0.02% 638
2020
Q4 		$9.51M Buy
362,080
+113,216
+45% +$2.97M 0.02% 617
2020
Q3 		$6.53M Buy
248,864
+5,589
+2% +$147K 0.01% 678
2020
Q2 		$6.38M Buy
243,275
+11,457
+5% +$295K 0.01% 653
2020
Q1 		$5.67M Sell
231,818
-82,690
-26% -$2.1M 0.02% 627
2019
Q4 		$7.99M Buy
314,508
+904
+0.3% +$23.1K 0.02% 692
2019
Q3 		$7.97M Buy
313,604
+7,466
+2% +$190K 0.02% 647
2019
Q2 		$7.72M Sell
306,138
-248,274
-45% -$6.22M 0.02% 668
2019
Q1 		$13.9M Sell
554,412
-214,496
-28% -$5.27M 0.04% 426
2018
Q4 		$18.7M Sell
768,908
-31,231
-4% -$752K 0.06% 296
2018
Q3 		$19.6M Buy
800,139
+104,866
+15% +$2.55M 0.06% 309
2018
Q2 		$17M Buy
695,273
+23,905
+4% +$581K 0.05% 353
2018
Q1 		$16.5M Buy
+671,368
New +$16.6M 0.05% 360

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Stifel Financial's IBDO Position: Q4 2023 in Review

Stifel Financial sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 79,815 shares — an estimated $2.02M sold.

Stifel Financial first reported a position in IBDO in Q1 2018 and held it in 23 quarters. The position peaked at $19.6M in Q3 2018. 4 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Stifel Financial reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Stifel Financial sold 79,815 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $2.02M.
  • Stifel Financial first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2018 and held it in 23 quarters.
  • Stifel Financial's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $19.6M in Q3 2018.
  • 4 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Stifel Financial's 13F filing for Q4 2023, filed 12 Feb 2024.