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 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 $12.7B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

SVWA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial's IBDW Position: Q1 2026 in Review

Stifel Financial reduced its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 75% in Q1 2026, selling an estimated $3.74M and leaving 58,193 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #2319.

Stifel Financial first reported a position in IBDW in Q2 2022 and has held it in 11 quarters since. The position peaked at $19.2M in Q2 2022. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Stifel Financial held 58,193 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $1.22M as of Q1 2026.
Stifel Financial sold 176,976 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $3.74M.
iShares iBonds Dec 2031 Term Corporate ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2319 holding.
Stifel Financial first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2022 and has held it in 11 quarters since.
Stifel Financial's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $19.2M in Q2 2022.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.