Stifel Financial
IBTG icon

Stifel Financial’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Stifel Financial’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.85M Sell
430,268
-24,422
-5% -$559K 0.01% 1030
2026
Q1 		$10.4M Buy
454,690
+8,061
+2% +$185K 0.01% 934
2025
Q4 		$10.2M Buy
446,629
+25,045
+6% +$574K 0.01% 944
2025
Q3 		$9.68M Sell
421,584
-21,859
-5% -$500K 0.01% 963
2025
Q2 		$10.2M Sell
443,443
-27,690
-6% -$634K 0.01% 875
2025
Q1 		$10.8M Buy
471,133
+39,818
+9% +$910K 0.01% 810
2024
Q4 		$9.84M Buy
431,315
+35,241
+9% +$805K 0.01% 857
2024
Q3 		$9.14M Sell
396,074
-9,986
-2% -$229K 0.01% 881
2024
Q2 		$9.2M Buy
406,060
+332,797
+454% +$7.51M 0.01% 847
2024
Q1 		$1.66M Buy
73,263
+4,331
+6% +$98.6K ﹤0.01% 1856
2023
Q4 		$1.58M Buy
68,932
+11,566
+20% +$261K ﹤0.01% 1831
2023
Q3 		$1.29M Buy
57,366
+9,724
+20% +$219K ﹤0.01% 1871
2023
Q2 		$1.08M Sell
47,642
-6,656
-12% -$153K ﹤0.01% 2039
2023
Q1 		$1.25M Buy
54,298
+3,135
+6% +$71.7K ﹤0.01% 1890
2022
Q4 		$1.16M Sell
51,163
-829,385
-94% -$18.8M ﹤0.01% 1889
2022
Q3 		$20M Sell
880,548
-55,684
-6% -$1.3M 0.03% 429
2022
Q2 		$22.1M Buy
936,232
+70,363
+8% +$1.66M 0.03% 416
2022
Q1 		$20.8M Buy
865,869
+843,926
+3,846% +$20.8M 0.03% 495
2021
Q4 		$554K Buy
21,943
+502
+2% +$12.7K ﹤0.01% 2539
2021
Q3 		$548K Sell
21,441
-328
-2% -$8.44K ﹤0.01% 2531
2021
Q2 		$558K Sell
21,769
-103,751
-83% -$2.66M ﹤0.01% 2521
2021
Q1 		$3.2M Sell
125,520
-126,568
-50% -$3.27M 0.01% 1222
2020
Q4 		$6.61M Buy
252,088
+15,213
+6% +$398K 0.01% 753
2020
Q3 		$6.24M Buy
236,875
+40,324
+21% +$1.06M 0.01% 692
2020
Q2 		$5.17M Buy
196,551
+526
+0.3% +$13.8K 0.01% 713
2020
Q1 		$4.92M Buy
+196,025
New +$5.04M 0.01% 675

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Stifel Financial's IBTG Position: Q2 2026 in Review

Stifel Financial reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 5.4% in Q2 2026, selling an estimated $559K and leaving 430,268 shares worth $9.85M. The position accounts for 0.01% of the portfolio, ranked #1030.

Stifel Financial first reported a position in IBTG in Q1 2020 and has held it in 26 quarters since. The position peaked at $22.1M in Q2 2022. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Stifel Financial held 430,268 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $9.85M as of Q2 2026.
  • Stifel Financial sold 24,422 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $559K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #1030 holding.
  • Stifel Financial first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2020 and has held it in 26 quarters since.
  • Stifel Financial's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $22.1M in Q2 2022.
  • 317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

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