Stifel Financial
IBHF icon

Stifel Financial’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Stifel Financial’s Portfolio IBHF Stock Details IBHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$443K Buy
19,561
+608
+3% +$13.8K ﹤0.01% 3042
2026
Q1 		$435K Buy
18,953
+1,108
+6% +$25.5K ﹤0.01% 2953
2025
Q4 		$412K Buy
17,845
+2,255
+14% +$52.3K ﹤0.01% 2965
2025
Q3 		$365K Buy
15,590
+281
+2% +$6.54K ﹤0.01% 2992
2025
Q2 		$356K Buy
15,309
+3,613
+31% +$83.3K ﹤0.01% 2953
2025
Q1 		$272K Buy
11,696
+2,271
+24% +$52.9K ﹤0.01% 3036
2024
Q4 		$218K Buy
+9,425
New +$219K ﹤0.01% 3127

Other funds holding IBHF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $279M AUM 18.61% 1-Year Est. Return

Stifel Financial's IBHF Position: Q2 2026 in Review

Stifel Financial increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 3.2% in Q2 2026, buying an estimated $13.8K and bringing the position to 19,561 shares worth $443K. The position accounts for ﹤0.01% of the portfolio, ranked #3042.

Stifel Financial first reported a position in IBHF in Q4 2024 and has held it in 7 quarters since. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

  • Stifel Financial held 19,561 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $443K as of Q2 2026.
  • Stifel Financial bought 608 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $13.8K.
  • iShares iBonds 2026 Term High Yield and Income ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3042 holding.
  • Stifel Financial first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

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