Stifel Financial’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Stifel Financial’s Portfolio IBDX Stock Details IBDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$740K	Buy	29,380 +998	+4%	+$25.1K	﹤0.01%	2735
2026 Q1	$717K	Sell	28,382 -37,465	-57%	-$956K	﹤0.01%	2649
2025 Q4	$1.68M	Buy	65,847 +28,500	+76%	+$729K	﹤0.01%	2053
2025 Q3	$957K	Sell	37,347 -16,137	-30%	-$410K	﹤0.01%	2416
2025 Q2	$1.35M	Sell	53,484 -163,640	-75%	-$4.06M	﹤0.01%	2119
2025 Q1	$5.43M	Buy	217,124 +13,713	+7%	+$339K	0.01%	1145
2024 Q4	$5M	Buy	203,411 +5,385	+3%	+$135K	0.01%	1204
2024 Q3	$5.09M	Buy	198,026 +27,413	+16%	+$692K	0.01%	1196
2024 Q2	$4.19M	Buy	170,613 +13,676	+9%	+$334K	﹤0.01%	1249
2024 Q1	$3.89M	Buy	156,937 +9,595	+7%	+$238K	﹤0.01%	1295
2023 Q4	$3.72M	Buy	147,342 +20,108	+16%	+$480K	﹤0.01%	1276
2023 Q3	$2.99M	Buy	127,234 +72,597	+133%	+$1.75M	﹤0.01%	1332
2023 Q2	$1.35M	Buy	54,637 +2,662	+5%	+$65.9K	﹤0.01%	1885
2023 Q1	$1.3M	Buy	51,975 +748	+1%	+$18.5K	﹤0.01%	1861
2022 Q4	$1.24M	Buy	51,227 +1,225	+2%	+$29.4K	﹤0.01%	1842
2022 Q3	$1.18M	Buy	+50,002	New	+$1.27M	﹤0.01%	1849

Other funds holding IBDX

ACA

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

CIA

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

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

CAI

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

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

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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Stifel Financial's IBDX Position: Q2 2026 in Review

Stifel Financial increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 3.5% in Q2 2026, buying an estimated $25.1K and bringing the position to 29,380 shares worth $740K. The position accounts for ﹤0.01% of the portfolio, ranked #2735.

Stifel Financial first reported a position in IBDX in Q3 2022 and has held it in 16 quarters since. The position peaked at $5.43M in Q1 2025. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Stifel Financial held 29,380 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $740K as of Q2 2026.
Stifel Financial bought 998 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $25.1K.
iShares iBonds Dec 2032 Term Corporate ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2735 holding.
Stifel Financial first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q3 2022 and has held it in 16 quarters since.
Stifel Financial's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $5.43M in Q1 2025.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

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