Stifel Financial
IBTE

Stifel Financial’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Stifel Financial’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-228,881
Closed -$5.49M – 3501
2024
Q3 		$5.49M Buy
228,881
+2,513
+1% +$60.2K 0.01% 1155
2024
Q2 		$5.43M Sell
226,368
-274,556
-55% -$6.57M 0.01% 1086
2024
Q1 		$12M Sell
500,924
-698,277
-58% -$16.7M 0.01% 741
2023
Q4 		$28.6M Buy
1,199,201
+155,264
+15% +$3.7M 0.04% 401
2023
Q3 		$24.9M Buy
1,043,937
+127,553
+14% +$3.03M 0.04% 415
2023
Q2 		$21.8M Buy
916,384
+13,502
+1% +$322K 0.03% 445
2023
Q1 		$21.7M Sell
902,882
-97,498
-10% -$2.33M 0.03% 439
2022
Q4 		$23.9M Buy
1,000,380
+160,461
+19% +$3.83M 0.04% 404
2022
Q3 		$20.1M Buy
839,919
+238,800
+40% +$5.79M 0.03% 425
2022
Q2 		$14.7M Buy
601,119
+35,291
+6% +$864K 0.02% 534
2022
Q1 		$13.9M Buy
565,828
+25,078
+5% +$628K 0.02% 601
2021
Q4 		$13.8M Buy
540,750
+108,267
+25% +$2.76M 0.02% 615
2021
Q3 		$11.1M Buy
432,483
+410,654
+1,881% +$10.6M 0.02% 684
2021
Q2 		$561K Buy
21,829
+2,572
+13% +$66.2K ﹤0.01% 2517
2021
Q1 		$495K Buy
19,257
+1,564
+9% +$40.4K ﹤0.01% 2496
2020
Q4 		$459K Buy
17,693
+1,692
+11% +$43.9K ﹤0.01% 2382
2020
Q3 		$416K Buy
16,001
+2,800
+21% +$72.8K ﹤0.01% 2204
2020
Q2 		$343K Buy
13,201
+969
+8% +$25.1K ﹤0.01% 2263
2020
Q1 		$320K Buy
+12,232
New +$314K ﹤0.01% 2137

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Stifel Financial's IBTE Position: Q4 2024 in Review

Stifel Financial sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 228,881 shares — an estimated $5.49M sold.

Stifel Financial first reported a position in IBTE in Q1 2020 and held it in 19 quarters. The position peaked at $28.6M in Q4 2023. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Stifel Financial reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Stifel Financial sold 228,881 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $5.49M.
  • Stifel Financial first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q1 2020 and held it in 19 quarters.
  • Stifel Financial's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $28.6M in Q4 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Stifel Financial's 13F filing for Q4 2024, filed 13 Feb 2025.