Stifel Financial
IBDQ

Stifel Financial’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Stifel Financial’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-199,646
Closed -$5.03M – 3623
2025
Q3 		$5.03M Buy
199,646
+1,206
+0.6% +$30.3K ﹤0.01% 1308
2025
Q2 		$5M Sell
198,440
-10,645
-5% -$267K ﹤0.01% 1251
2025
Q1 		$5.26M Sell
209,085
-264,454
-56% -$6.64M 0.01% 1168
2024
Q4 		$11.9M Buy
473,539
+40,936
+9% +$1.03M 0.01% 792
2024
Q3 		$10.9M Sell
432,603
-836,127
-66% -$20.9M 0.01% 821
2024
Q2 		$31.5M Buy
1,268,730
+225,983
+22% +$5.6M 0.04% 409
2024
Q1 		$25.9M Buy
1,042,747
+59,938
+6% +$1.48M 0.03% 455
2023
Q4 		$24.3M Buy
982,809
+1,478
+0.2% +$36.2K 0.03% 444
2023
Q3 		$23.9M Buy
981,331
+57,598
+6% +$1.4M 0.03% 422
2023
Q2 		$22.5M Buy
923,733
+70,400
+8% +$1.72M 0.03% 433
2023
Q1 		$20.9M Buy
853,333
+567,538
+199% +$13.9M 0.03% 444
2022
Q4 		$6.95M Sell
285,795
-937
-0.3% -$22.7K 0.01% 824
2022
Q3 		$6.92M Buy
286,732
+227,222
+382% +$5.61M 0.01% 786
2022
Q2 		$1.47M Buy
59,510
+21,544
+57% +$536K ﹤0.01% 1715
2022
Q1 		$959K Buy
37,966
+7,840
+26% +$202K ﹤0.01% 2146
2021
Q4 		$796K Sell
30,126
-1,253
-4% -$33.3K ﹤0.01% 2290
2021
Q3 		$843K Sell
31,379
-91
-0.3% -$2.46K ﹤0.01% 2229
2021
Q2 		$850K Buy
31,470
+253
+0.8% +$6.83K ﹤0.01% 2225
2021
Q1 		$837K Buy
31,217
+2,179
+8% +$59K ﹤0.01% 2112
2020
Q4 		$795K Buy
29,038
+16,632
+134% +$452K ﹤0.01% 2016
2020
Q3 		$337K Sell
12,406
-9,843
-44% -$267K ﹤0.01% 2325
2020
Q2 		$600K Buy
22,249
+7,359
+49% +$193K ﹤0.01% 1913
2020
Q1 		$372K Sell
14,890
-405,188
-96% -$10.4M ﹤0.01% 2047
2019
Q4 		$10.9M Sell
420,078
-15,553
-4% -$402K 0.02% 574
2019
Q3 		$11.2M Sell
435,631
-14,811
-3% -$381K 0.03% 507
2019
Q2 		$11.5M Sell
450,442
-82,519
-15% -$2.06M 0.03% 521
2019
Q1 		$13.1M Sell
532,961
-249,551
-32% -$6.07M 0.04% 440
2018
Q4 		$18.6M Sell
782,512
-30,668
-4% -$725K 0.06% 300
2018
Q3 		$19.6M Buy
813,180
+116,424
+17% +$2.79M 0.06% 308
2018
Q2 		$16.8M Buy
696,756
+20,426
+3% +$489K 0.05% 359
2018
Q1 		$16.5M Buy
+676,330
New +$16.5M 0.05% 361

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Stifel Financial's IBDQ Position: Q4 2025 in Review

Stifel Financial sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 199,646 shares — an estimated $5.03M sold.

Stifel Financial first reported a position in IBDQ in Q1 2018 and held it in 31 quarters. The position peaked at $31.5M in Q2 2024. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Stifel Financial reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Stifel Financial sold 199,646 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $5.03M.
  • Stifel Financial first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2018 and held it in 31 quarters.
  • Stifel Financial's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $31.5M in Q2 2024.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Stifel Financial's 13F filing for Q4 2025, filed 13 Feb 2026.