Stifel Financial’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Stifel Financial’s Portfolio IBDT Stock Details IBDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$27M	Buy	1,067,372 +30,554	+3%	+$771K	0.02%	561
2026 Q1	$26.3M	Buy	1,036,818 +79,025	+8%	+$2.01M	0.02%	532
2025 Q4	$24.4M	Buy	957,793 +76,378	+9%	+$1.95M	0.02%	563
2025 Q3	$22.5M	Buy	881,415 +81,475	+10%	+$2.07M	0.02%	578
2025 Q2	$20.3M	Buy	799,940 +41,100	+5%	+$1.04M	0.02%	581
2025 Q1	$19.2M	Buy	758,840 +49,166	+7%	+$1.23M	0.02%	574
2024 Q4	$17.7M	Buy	709,674 +26,160	+4%	+$657K	0.02%	611
2024 Q3	$17.5M	Buy	683,514 +18,375	+3%	+$463K	0.02%	624
2024 Q2	$16.5M	Buy	665,139 +37,957	+6%	+$936K	0.02%	608
2024 Q1	$15.6M	Buy	627,182 +20,974	+3%	+$522K	0.02%	638
2023 Q4	$15.2M	Buy	606,208 +9,024	+2%	+$219K	0.02%	616
2023 Q3	$14.4M	Buy	597,184 +531,477	+809%	+$12.9M	0.02%	585
2023 Q2	$1.61M	Buy	65,707 +3,281	+5%	+$81.2K	﹤0.01%	1777
2023 Q1	$1.56M	Buy	62,426 +2,384	+4%	+$58.9K	﹤0.01%	1738
2022 Q4	$1.46M	Sell	60,042 -28,276	-32%	-$681K	﹤0.01%	1741
2022 Q3	$2.1M	Sell	88,318 -2,976	-3%	-$74.2K	﹤0.01%	1432
2022 Q2	$2.28M	Buy	91,294 +2,008	+2%	+$50.9K	﹤0.01%	1415
2022 Q1	$2.35M	Buy	89,286 +3,101	+4%	+$84.3K	﹤0.01%	1502
2021 Q4	$2.44M	Buy	86,185 +1,890	+2%	+$53.7K	﹤0.01%	1471
2021 Q3	$2.42M	Buy	84,295 +812	+1%	+$23.5K	﹤0.01%	1459
2021 Q2	$2.41M	Buy	83,483 +5,945	+8%	+$170K	﹤0.01%	1479
2021 Q1	$2.2M	Buy	77,538 +1,225	+2%	+$35.4K	﹤0.01%	1461
2020 Q4	$2.25M	Buy	76,313 +5,788	+8%	+$169K	﹤0.01%	1316
2020 Q3	$2.05M	Buy	70,525 +2,942	+4%	+$86.1K	﹤0.01%	1201
2020 Q2	$1.95M	Buy	67,583 +2,118	+3%	+$58.9K	﹤0.01%	1170
2020 Q1	$1.71M	Sell	65,465 -297,704	-82%	-$8.23M	﹤0.01%	1121
2019 Q4	$9.98M	Sell	363,169 -17,172	-5%	-$476K	0.02%	604
2019 Q3	$10.5M	Sell	380,341 -19,755	-5%	-$543K	0.03%	532
2019 Q2	$10.8M	Sell	400,096 -123,069	-24%	-$3.24M	0.03%	541
2019 Q1	$13.6M	Sell	523,165 -209,462	-29%	-$5.33M	0.04%	431
2018 Q4	$18.3M	Buy	+732,627	New	+$18.2M	0.06%	306

Other funds holding IBDT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial's IBDT Position: Q2 2026 in Review

Stifel Financial increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 2.9% in Q2 2026, buying an estimated $771K and bringing the position to 1,067,372 shares worth $27M. The position accounts for 0.02% of the portfolio, ranked #561.

Stifel Financial first reported a position in IBDT in Q4 2018 and has held it in 31 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Stifel Financial held 1,067,372 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $27M as of Q2 2026.
Stifel Financial bought 30,554 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $771K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.02% of Stifel Financial's portfolio in Q2 2026, its #561 holding.
Stifel Financial first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2018 and has held it in 31 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.