Stifel Financial
IBMP icon

Stifel Financial’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Stifel Financial’s Portfolio IBMP Stock Details IBMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.44M Buy
135,194
+2,358
+2% +$59.9K ﹤0.01% 1659
2026
Q1 		$3.38M Buy
132,836
+6,893
+5% +$175K ﹤0.01% 1591
2025
Q4 		$3.2M Sell
125,943
-8,417
-6% -$214K ﹤0.01% 1599
2025
Q3 		$3.42M Buy
134,360
+2,996
+2% +$76.2K ﹤0.01% 1515
2025
Q2 		$3.33M Buy
131,364
+2,999
+2% +$75.6K ﹤0.01% 1486
2025
Q1 		$3.25M Buy
128,365
+9,782
+8% +$247K ﹤0.01% 1429
2024
Q4 		$2.98M Sell
118,583
-876
-0.7% -$22.1K ﹤0.01% 1526
2024
Q3 		$3.04M Sell
119,459
-5,527
-4% -$140K ﹤0.01% 1514
2024
Q2 		$3.13M Buy
124,986
+32,835
+36% +$820K ﹤0.01% 1424
2024
Q1 		$2.32M Buy
+92,151
New +$2.33M ﹤0.01% 1611
2023
Q3 		– Sell
-184,099
Closed -$4.61M – 3342
2023
Q2 		$4.61M Buy
184,099
+4,337
+2% +$109K 0.01% 1085
2023
Q1 		$4.58M Buy
+179,762
New +$4.55M 0.01% 1075
2022
Q4 		– Sell
-13,486
Closed -$329K – 3340
2022
Q3 		$329K Buy
13,486
+502
+4% +$12.7K ﹤0.01% 2673
2022
Q2 		$327K Sell
12,984
-1,117
-8% -$27.9K ﹤0.01% 2700
2022
Q1 		$359K Sell
14,101
-1,686
-11% -$44.1K ﹤0.01% 2766
2021
Q4 		$427K Buy
15,787
+3,545
+29% +$95.6K ﹤0.01% 2684
2021
Q3 		$331K Buy
12,242
+842
+7% +$22.9K ﹤0.01% 2840
2021
Q2 		$309K Buy
11,400
+2,198
+24% +$59.6K ﹤0.01% 2884
2021
Q1 		$248K Buy
9,202
+1,399
+18% +$38K ﹤0.01% 2899
2020
Q4 		$213K Buy
+7,803
New +$212K ﹤0.01% 2789
2020
Q3 		– Sell
-19,659
Closed -$527K – 2927
2020
Q2 		$527K Sell
19,659
-270
-1% -$7.12K ﹤0.01% 2011
2020
Q1 		$517K Buy
19,929
+337
+2% +$8.81K ﹤0.01% 1851
2019
Q4 		$508K Buy
19,592
+2,841
+17% +$73.8K ﹤0.01% 2248
2019
Q3 		$436K Buy
+16,751
New +$436K ﹤0.01% 2238

Other funds holding IBMP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial's IBMP Position: Q2 2026 in Review

Stifel Financial increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 1.8% in Q2 2026, buying an estimated $59.9K and bringing the position to 135,194 shares worth $3.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1659.

Stifel Financial first reported a position in IBMP in Q3 2019 and has held it in 24 quarters since. The position peaked at $4.61M in Q2 2023. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • Stifel Financial held 135,194 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $3.44M as of Q2 2026.
  • Stifel Financial bought 2,358 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $59.9K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1659 holding.
  • Stifel Financial first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q3 2019 and has held it in 24 quarters since.
  • Stifel Financial's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $4.61M in Q2 2023.
  • 190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

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