Stifel Financial’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Stifel Financial’s Portfolio IBHG Stock Details IBHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$587K	Buy	26,580 +2,709	+11%	+$59.8K	﹤0.01%	2874
2026 Q1	$528K	Buy	23,871 +8,178	+52%	+$182K	﹤0.01%	2847
2025 Q4	$350K	Buy	15,693 +3,387	+28%	+$75.7K	﹤0.01%	3056
2025 Q3	$277K	Buy	12,306 +64	+0.5%	+$1.44K	﹤0.01%	3163
2025 Q2	$276K	Buy	12,242 +2,805	+30%	+$62.4K	﹤0.01%	3097
2025 Q1	$211K	Buy	+9,437	New	+$211K	﹤0.01%	3168

Other funds holding IBHG

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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stifel Financial's IBHG Position: Q2 2026 in Review

Stifel Financial increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 11% in Q2 2026, buying an estimated $59.8K and bringing the position to 26,580 shares worth $587K. The position accounts for ﹤0.01% of the portfolio, ranked #2874.

Stifel Financial first reported a position in IBHG in Q1 2025 and has held it in 6 quarters since. 133 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

Stifel Financial held 26,580 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $587K as of Q2 2026.
Stifel Financial bought 2,709 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $59.8K.
iShares iBonds 2027 Term High Yield and Income ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2874 holding.
Stifel Financial first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q1 2025 and has held it in 6 quarters since.
133 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

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