Stifel Financial
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Stifel Financial’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Stifel Financial’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.5M Sell
175,777
-48,549
-22% -$1.24M ﹤0.01% 1477
2026
Q1 		$5.73M Buy
224,326
+10,672
+5% +$274K 0.01% 1275
2025
Q4 		$5.46M Buy
213,654
+14,071
+7% +$359K ﹤0.01% 1276
2025
Q3 		$5.12M Buy
199,583
+5,722
+3% +$146K ﹤0.01% 1298
2025
Q2 		$4.93M Buy
193,861
+86,526
+81% +$2.18M ﹤0.01% 1260
2025
Q1 		$2.71M Buy
107,335
+9,509
+10% +$240K ﹤0.01% 1548
2024
Q4 		$2.46M Buy
97,826
+3,126
+3% +$79.3K ﹤0.01% 1634
2024
Q3 		$2.43M Buy
94,700
+58,802
+164% +$1.49M ﹤0.01% 1651
2024
Q2 		$898K Buy
35,898
+13,880
+63% +$347K ﹤0.01% 2235
2024
Q1 		$556K Buy
22,018
+1,173
+6% +$29.8K ﹤0.01% 2542
2023
Q4 		$533K Buy
+20,845
New +$518K ﹤0.01% 2528
2023
Q1 		– Sell
-60,292
Closed -$1.51M – 3369
2022
Q4 		$1.51M Sell
60,292
-412
-0.7% -$10.2K ﹤0.01% 1725
2022
Q3 		$1.47M Buy
60,704
+3,199
+6% +$80.4K ﹤0.01% 1681
2022
Q2 		$1.44M Buy
57,505
+6,013
+12% +$150K ﹤0.01% 1730
2022
Q1 		$1.31M Buy
51,492
+3,298
+7% +$86.8K ﹤0.01% 1923
2021
Q4 		$1.31M Buy
48,194
+5,457
+13% +$148K ﹤0.01% 1920
2021
Q3 		$1.16M Buy
42,737
+4,443
+12% +$122K ﹤0.01% 1970
2021
Q2 		$1.05M Buy
38,294
+18,635
+95% +$510K ﹤0.01% 2057
2021
Q1 		$534K Sell
19,659
-12,748
-39% -$350K ﹤0.01% 2447
2020
Q4 		$895K Buy
32,407
+5,330
+20% +$146K ﹤0.01% 1923
2020
Q3 		$739K Buy
27,077
+10,999
+68% +$301K ﹤0.01% 1841
2020
Q2 		$436K Sell
16,078
-290
-2% -$7.72K ﹤0.01% 2132
2020
Q1 		$428K Buy
16,368
+380
+2% +$10K ﹤0.01% 1963
2019
Q4 		$416K Buy
15,988
+3,163
+25% +$82.6K ﹤0.01% 2374
2019
Q3 		$336K Buy
+12,825
New +$335K ﹤0.01% 2387

Other funds holding IBMQ

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
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Stifel Financial's IBMQ Position: Q2 2026 in Review

Stifel Financial reduced its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 22% in Q2 2026, selling an estimated $1.24M and leaving 175,777 shares worth $4.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1477.

Stifel Financial first reported a position in IBMQ in Q3 2019 and has held it in 25 quarters since. The position peaked at $5.73M in Q1 2026. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Stifel Financial held 175,777 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $4.5M as of Q2 2026.
  • Stifel Financial sold 48,549 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $1.24M.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1477 holding.
  • Stifel Financial first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q3 2019 and has held it in 25 quarters since.
  • Stifel Financial's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $5.73M in Q1 2026.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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