Stifel Financial
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Stifel Financial’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Stifel Financial’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.8M Buy
1,090,232
+29,945
+3% +$653K 0.02% 619
2026
Q1 		$23.2M Buy
1,060,287
+102,804
+11% +$2.27M 0.02% 577
2025
Q4 		$21.1M Buy
957,483
+81,765
+9% +$1.81M 0.02% 612
2025
Q3 		$19.4M Buy
875,718
+36,763
+4% +$809K 0.02% 641
2025
Q2 		$18.4M Sell
838,955
-1,026,967
-55% -$22.2M 0.02% 628
2025
Q1 		$40.5M Buy
1,865,922
+1,785,296
+2,214% +$38.4M 0.04% 371
2024
Q4 		$1.72M Buy
80,626
+3,412
+4% +$73.8K ﹤0.01% 1881
2024
Q3 		$1.71M Buy
77,214
+2,257
+3% +$49.2K ﹤0.01% 1873
2024
Q2 		$1.59M Buy
74,957
+4,739
+7% +$100K ﹤0.01% 1881
2024
Q1 		$1.5M Sell
70,218
-3,428
-5% -$73.3K ﹤0.01% 1928
2023
Q4 		$1.59M Buy
73,646
+1,714
+2% +$35.4K ﹤0.01% 1825
2023
Q3 		$1.47M Buy
71,932
+7,559
+12% +$157K ﹤0.01% 1794
2023
Q2 		$1.36M Buy
64,373
+3,239
+5% +$69K ﹤0.01% 1874
2023
Q1 		$1.32M Buy
61,134
+1,624
+3% +$34.5K ﹤0.01% 1851
2022
Q4 		$1.24M Sell
59,510
-46,025
-44% -$949K ﹤0.01% 1844
2022
Q3 		$2.14M Sell
105,535
-3,602
-3% -$77.4K ﹤0.01% 1423
2022
Q2 		$2.34M Sell
109,137
-782,130
-88% -$17.1M ﹤0.01% 1395
2022
Q1 		$20.7M Buy
891,267
+48,638
+6% +$1.16M 0.03% 498
2021
Q4 		$21.1M Buy
842,629
+742,344
+740% +$18.7M 0.03% 493
2021
Q3 		$2.54M Sell
100,285
-2,023
-2% -$51.9K ﹤0.01% 1425
2021
Q2 		$2.61M Buy
102,308
+8,800
+9% +$221K ﹤0.01% 1433
2021
Q1 		$2.32M Buy
93,508
+3,031
+3% +$77.1K ﹤0.01% 1428
2020
Q4 		$2.38M Buy
90,477
+6,176
+7% +$160K ﹤0.01% 1284
2020
Q3 		$2.17M Buy
+84,301
New +$2.18M ﹤0.01% 1169

Other funds holding IBDV

Bank of America
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Stifel Financial's IBDV Position: Q2 2026 in Review

Stifel Financial increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 2.8% in Q2 2026, buying an estimated $653K and bringing the position to 1,090,232 shares worth $23.8M. The position accounts for 0.02% of the portfolio, ranked #619.

Stifel Financial first reported a position in IBDV in Q3 2020 and has held it in 24 quarters since. The position peaked at $40.5M in Q1 2025. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • Stifel Financial held 1,090,232 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $23.8M as of Q2 2026.
  • Stifel Financial bought 29,945 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $653K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.02% of Stifel Financial's portfolio in Q2 2026, its #619 holding.
  • Stifel Financial first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2020 and has held it in 24 quarters since.
  • Stifel Financial's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $40.5M in Q1 2025.
  • 349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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