Stifel Financial
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Stifel Financial’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Stifel Financial’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.3M Buy
557,388
+2,487
+0.4% +$55.1K 0.01% 897
2026
Q1 		$12.4M Sell
554,901
-1,757
-0.3% -$39.3K 0.01% 857
2025
Q4 		$12.4M Buy
556,658
+55,196
+11% +$1.24M 0.01% 847
2025
Q3 		$11.2M Buy
501,462
+347,697
+226% +$7.76M 0.01% 891
2025
Q2 		$3.44M Buy
153,765
+11,326
+8% +$252K ﹤0.01% 1468
2025
Q1 		$3.17M Sell
142,439
-596,068
-81% -$13.1M ﹤0.01% 1445
2024
Q4 		$16.2M Sell
738,507
-286,414
-28% -$6.31M 0.02% 654
2024
Q3 		$23.1M Buy
1,024,921
+970,986
+1,800% +$21.6M 0.02% 527
2024
Q2 		$1.18M Buy
53,935
+6,307
+13% +$137K ﹤0.01% 2058
2024
Q1 		$1.04M Buy
47,628
+1,719
+4% +$37.8K ﹤0.01% 2158
2023
Q4 		$1.02M Buy
45,909
+12,530
+38% +$272K ﹤0.01% 2141
2023
Q3 		$719K Buy
33,379
+8,744
+35% +$190K ﹤0.01% 2272
2023
Q2 		$542K Sell
24,635
-2,733
-10% -$61.1K ﹤0.01% 2468
2023
Q1 		$616K Buy
27,368
+644
+2% +$14.3K ﹤0.01% 2399
2022
Q4 		$586K Sell
26,724
-1,423
-5% -$31.2K ﹤0.01% 2382
2022
Q3 		$615K Sell
28,147
-431
-2% -$9.82K ﹤0.01% 2307
2022
Q2 		$656K Buy
28,578
+1,021
+4% +$23.5K ﹤0.01% 2299
2022
Q1 		$654K Sell
27,557
-72
-0.3% -$1.76K ﹤0.01% 2421
2021
Q4 		$695K Buy
27,629
+601
+2% +$15.1K ﹤0.01% 2393
2021
Q3 		$686K Sell
27,028
-512,593
-95% -$13.2M ﹤0.01% 2375
2021
Q2 		$13.7M Buy
539,621
+409,018
+313% +$10.4M 0.02% 597
2021
Q1 		$3.27M Sell
130,603
-102,008
-44% -$2.62M 0.01% 1215
2020
Q4 		$6.12M Buy
232,611
+14,205
+7% +$374K 0.01% 787
2020
Q3 		$5.81M Buy
218,406
+37,269
+21% +$993K 0.01% 717
2020
Q2 		$4.82M Sell
181,137
-372
-0.2% -$9.86K 0.01% 741
2020
Q1 		$4.67M Buy
+181,509
New +$4.71M 0.01% 695

Other funds holding IBTI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 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
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Stifel Financial's IBTI Position: Q2 2026 in Review

Stifel Financial increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 0.45% in Q2 2026, buying an estimated $55.1K and bringing the position to 557,388 shares worth $12.3M. The position accounts for 0.01% of the portfolio, ranked #897.

Stifel Financial first reported a position in IBTI in Q1 2020 and has held it in 26 quarters since. The position peaked at $23.1M in Q3 2024. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • Stifel Financial held 557,388 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $12.3M as of Q2 2026.
  • Stifel Financial bought 2,487 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $55.1K.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #897 holding.
  • Stifel Financial first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2020 and has held it in 26 quarters since.
  • Stifel Financial's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $23.1M in Q3 2024.
  • 256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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