Stifel Financial
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Stifel Financial’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Stifel Financial’s Portfolio IBHE Stock Details IBHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$320K Buy
13,755
+153
+1% +$3.56K ﹤0.01% 3016
2025
Q1 		$316K Buy
13,602
+951
+8% +$22.1K ﹤0.01% 2937
2024
Q4 		$294K Buy
+12,651
New +$294K ﹤0.01% 2973