Stifel Financial’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Stifel Financial’s Portfolio IBMR Stock Details IBMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.35M	Sell	171,140 -1,101	-0.6%	-$27.9K	﹤0.01%	1500
2026 Q1	$4.37M	Buy	172,241 +8,644	+5%	+$221K	﹤0.01%	1423
2025 Q4	$4.16M	Buy	163,597 +32,517	+25%	+$827K	﹤0.01%	1430
2025 Q3	$3.35M	Buy	131,080 +8,900	+7%	+$226K	﹤0.01%	1536
2025 Q2	$3.08M	Buy	122,180 +94,692	+344%	+$2.36M	﹤0.01%	1538
2025 Q1	$688K	Buy	27,488 +4,296	+19%	+$108K	﹤0.01%	2469
2024 Q4	$579K	Buy	+23,192	New	+$584K	﹤0.01%	2591
2024 Q2	–	Sell	-12,686	Closed	-$320K	–	3411
2024 Q1	$320K	Buy	12,686 +1,186	+10%	+$30.1K	﹤0.01%	2873
2023 Q4	$294K	Buy	+11,500	New	+$282K	﹤0.01%	2862

Other funds holding IBMR

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LIA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Stifel Financial's IBMR Position: Q2 2026 in Review

Stifel Financial reduced its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 0.64% in Q2 2026, selling an estimated $27.9K and leaving 171,140 shares worth $4.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1500.

Stifel Financial first reported a position in IBMR in Q4 2023 and has held it in 9 quarters since. The position peaked at $4.37M in Q1 2026. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

Stifel Financial held 171,140 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $4.35M as of Q2 2026.
Stifel Financial sold 1,101 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $27.9K.
iShares iBonds Dec 2029 Term Muni Bond ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1500 holding.
Stifel Financial first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2023 and has held it in 9 quarters since.
Stifel Financial's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $4.37M in Q1 2026.
144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

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