Stifel Financial
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Stifel Financial’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Stifel Financial’s Portfolio IBHI Stock Details IBHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$398K Buy
+17,097
New +$402K ﹤0.01% 2994

Other funds holding IBHI

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial's IBHI Position: Q1 2026 in Review

Stifel Financial opened a new position in iShares iBonds 2029 Term High Yield and Income ETF (IBHI) in Q1 2026: 17,097 shares worth $398K. The stake represents ﹤0.01% of the portfolio and ranks #2994 among its holdings.

91 funds tracked by Wall St. Rank hold IBHI as of Q1 2026.

  • Stifel Financial held 17,097 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $398K as of Q1 2026.
  • iShares iBonds 2029 Term High Yield and Income ETF was a new Stifel Financial position in Q1 2026.
  • iShares iBonds 2029 Term High Yield and Income ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2994 holding.
  • 91 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.