Stifel Financial
IBDY icon

Stifel Financial’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Stifel Financial’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-19,580
Closed -$507K – 3587
2025
Q2 		$507K Buy
19,580
+5,247
+37% +$133K ﹤0.01% 2767
2025
Q1 		$366K Buy
14,333
+45
+0.3% +$1.14K ﹤0.01% 2872
2024
Q4 		$359K Sell
14,288
-497
-3% -$12.7K ﹤0.01% 2879
2024
Q3 		$390K Sell
14,785
-805
-5% -$20.9K ﹤0.01% 2812
2024
Q2 		$393K Sell
15,590
-2,128
-12% -$53.3K ﹤0.01% 2775
2024
Q1 		$451K Buy
+17,718
New +$450K ﹤0.01% 2675

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $307M AUM 13.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Stifel Financial's IBDY Position: Q3 2025 in Review

Stifel Financial sold out of iShares iBonds Dec 2033 Term Corporate ETF (IBDY) in Q3 2025, closing a stake of 19,580 shares — an estimated $507K sold.

Stifel Financial first reported a position in IBDY in Q1 2024 and held it in 6 quarters. The position peaked at $507K in Q2 2025. 132 funds tracked by Wall St. Rank hold IBDY as of Q3 2025.

  • Stifel Financial reported no remaining iShares iBonds Dec 2033 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
  • Stifel Financial sold 19,580 iShares iBonds Dec 2033 Term Corporate ETF shares in Q3 2025, an estimated $507K.
  • Stifel Financial first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2024 and held it in 6 quarters.
  • Stifel Financial's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $507K in Q2 2025.
  • 132 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q3 2025.

Based on Stifel Financial's 13F filing for Q3 2025, filed 12 Nov 2025.