Stifel Financial’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Stifel Financial’s Portfolio IBDW Stock Details IBDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.45M	Buy	69,473 +11,280	+19%	+$235K	﹤0.01%	2322
2026 Q1	$1.22M	Sell	58,193 -176,976	-75%	-$3.74M	﹤0.01%	2319
2025 Q4	$4.97M	Buy	235,169 +35,917	+18%	+$761K	﹤0.01%	1340
2025 Q3	$4.23M	Buy	199,252 +14,488	+8%	+$305K	﹤0.01%	1392
2025 Q2	$3.89M	Buy	184,764 +139,783	+311%	+$2.89M	﹤0.01%	1393
2025 Q1	$933K	Buy	44,981 +1,542	+4%	+$31.6K	﹤0.01%	2281
2024 Q4	$884K	Buy	43,439 +1,536	+4%	+$31.8K	﹤0.01%	2330
2024 Q3	$889K	Buy	41,903 +22,527	+116%	+$470K	﹤0.01%	2307
2024 Q2	$393K	Buy	19,376 +86	+0.4%	+$1.74K	﹤0.01%	2774
2024 Q1	$395K	Buy	+19,290	New	+$394K	﹤0.01%	2741
2022 Q4	–	Sell	-926,040	Closed	-$18.1M	–	3336
2022 Q3	$18.1M	Buy	926,040 +4,216	+0.5%	+$87.8K	0.03%	460
2022 Q2	$19.2M	Buy	+921,824	New	+$19.6M	0.03%	460

Other funds holding IBDW

ACA

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

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

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

CIA

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

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

CAI

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

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Stifel Financial's IBDW Position: Q2 2026 in Review

Stifel Financial increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 19% in Q2 2026, buying an estimated $235K and bringing the position to 69,473 shares worth $1.45M. The position accounts for ﹤0.01% of the portfolio, ranked #2322.

Stifel Financial first reported a position in IBDW in Q2 2022 and has held it in 12 quarters since. The position peaked at $19.2M in Q2 2022. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Stifel Financial held 69,473 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $1.45M as of Q2 2026.
Stifel Financial bought 11,280 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $235K.
iShares iBonds Dec 2031 Term Corporate ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2322 holding.
Stifel Financial first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2022 and has held it in 12 quarters since.
Stifel Financial's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $19.2M in Q2 2022.
290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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