Stifel Financial’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Stifel Financial’s Portfolio IBDU Stock Details IBDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.2M	Buy	613,536 +50,468	+9%	+$1.17M	0.01%	827
2026 Q1	$13.1M	Sell	563,068 -146,474	-21%	-$3.43M	0.01%	829
2025 Q4	$16.6M	Buy	709,542 +372,318	+110%	+$8.72M	0.01%	714
2025 Q3	$7.91M	Buy	337,224 +83,118	+33%	+$1.94M	0.01%	1051
2025 Q2	$5.93M	Buy	254,106 +34,713	+16%	+$801K	0.01%	1159
2025 Q1	$5.07M	Sell	219,393 -933,630	-81%	-$21.4M	0.01%	1187
2024 Q4	$26.3M	Buy	1,153,023 +25,686	+2%	+$592K	0.03%	477
2024 Q3	$26.5M	Buy	1,127,337 +984,047	+687%	+$22.8M	0.03%	472
2024 Q2	$3.25M	Buy	143,290 +14,692	+11%	+$331K	﹤0.01%	1399
2024 Q1	$2.93M	Buy	128,598 +25,846	+25%	+$590K	﹤0.01%	1464
2023 Q4	$2.37M	Buy	102,752 +24,355	+31%	+$540K	﹤0.01%	1552
2023 Q3	$1.72M	Buy	+78,397	New	+$1.74M	﹤0.01%	1691
2022 Q4	–	Sell	-1,335,587	Closed	-$29.1M	–	3337
2022 Q3	$29.1M	Buy	1,335,587 +778,175	+140%	+$17.8M	0.05%	329
2022 Q2	$12.7M	Buy	557,412 +535,026	+2,390%	+$12.5M	0.02%	581
2022 Q1	$549K	Buy	22,386 +1,258	+6%	+$31.7K	﹤0.01%	2526
2021 Q4	$556K	Buy	21,128 +392	+2%	+$10.4K	﹤0.01%	2537
2021 Q3	$552K	Sell	20,736 -351	-2%	-$9.46K	﹤0.01%	2523
2021 Q2	$566K	Buy	21,087 +2,552	+14%	+$67.5K	﹤0.01%	2510
2021 Q1	$484K	Sell	18,535 -50,654	-73%	-$1.35M	﹤0.01%	2515
2020 Q4	$1.9M	Buy	69,189 +4,458	+7%	+$121K	﹤0.01%	1423
2020 Q3	$1.75M	Buy	64,731 +14,266	+28%	+$388K	﹤0.01%	1289
2020 Q2	$1.35M	Buy	50,465 +734	+1%	+$18.9K	﹤0.01%	1368
2020 Q1	$1.2M	Buy	+49,731	New	+$1.27M	﹤0.01%	1317

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

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

Stifel Financial's IBDU Position: Q2 2026 in Review

Stifel Financial increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 9% in Q2 2026, buying an estimated $1.17M and bringing the position to 613,536 shares worth $14.2M. The position accounts for 0.01% of the portfolio, ranked #827.

Stifel Financial first reported a position in IBDU in Q1 2020 and has held it in 23 quarters since. The position peaked at $29.1M in Q3 2022. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Stifel Financial held 613,536 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $14.2M as of Q2 2026.
Stifel Financial bought 50,468 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $1.17M.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #827 holding.
Stifel Financial first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2020 and has held it in 23 quarters since.
Stifel Financial's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $29.1M in Q3 2022.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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