Stifel Financial
IBDZ

Stifel Financial’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Stifel Financial’s Portfolio IBDZ Stock Details IBDZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-60,160
Closed -$1.55M – 3592
2025
Q1 		$1.55M Buy
+60,160
New +$1.54M ﹤0.01% 1948

Other funds holding IBDZ

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
PSIWM
Paradigm Strategies in Wealth Management Maple Grove, Minnesota $164M AUM 18.07% 1-Year Est. Return

Stifel Financial's IBDZ Position: Q2 2025 in Review

Stifel Financial sold out of iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) in Q2 2025, closing a stake of 60,160 shares — an estimated $1.55M sold.

Stifel Financial first reported a position in IBDZ in Q1 2025 and held it in 1 quarter. The position peaked at $1.55M in Q1 2025. 78 funds tracked by Wall St. Rank hold IBDZ as of Q2 2025.

  • Stifel Financial reported no remaining iShares iBonds Dec 2034 Term Corporate ETF position as of Q2 2025 after selling out during the quarter.
  • Stifel Financial sold 60,160 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2025, an estimated $1.55M.
  • Stifel Financial first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q1 2025 and held it in 1 quarter.
  • Stifel Financial's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $1.55M in Q1 2025.
  • 78 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2025.

Based on Stifel Financial's 13F filing for Q2 2025, filed 14 Aug 2025.