Stifel Financial
IBTJ icon

Stifel Financial’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Stifel Financial’s Portfolio IBTJ Stock Details IBTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.97M Sell
275,978
-711,280
-72% -$15.4M 0.01% 1302
2026
Q1 		$21.6M Buy
987,258
+32,701
+3% +$717K 0.02% 609
2025
Q4 		$20.9M Buy
954,557
+51,466
+6% +$1.13M 0.02% 620
2025
Q3 		$19.8M Buy
903,091
+81,414
+10% +$1.78M 0.02% 628
2025
Q2 		$18M Buy
821,677
+18,672
+2% +$406K 0.02% 638
2025
Q1 		$17.5M Buy
803,005
+675,460
+530% +$14.5M 0.02% 615
2024
Q4 		$2.72M Buy
127,545
+5,223
+4% +$113K ﹤0.01% 1576
2024
Q3 		$2.7M Buy
122,322
+6,570
+6% +$144K ﹤0.01% 1582
2024
Q2 		$2.47M Buy
115,752
+10,728
+10% +$228K ﹤0.01% 1578
2024
Q1 		$2.26M Buy
105,024
+301
+0.3% +$6.49K ﹤0.01% 1631
2023
Q4 		$2.28M Buy
104,723
+11,260
+12% +$238K ﹤0.01% 1576
2023
Q3 		$1.96M Buy
93,463
+11,838
+15% +$252K ﹤0.01% 1610
2023
Q2 		$1.77M Buy
81,625
+444
+0.5% +$9.78K ﹤0.01% 1717
2023
Q1 		$1.8M Buy
81,181
+3,128
+4% +$68.5K ﹤0.01% 1636
2022
Q4 		$1.69M Sell
78,053
-171,673
-69% -$3.71M ﹤0.01% 1652
2022
Q3 		$5.38M Buy
249,726
+167,103
+202% +$3.77M 0.01% 917
2022
Q2 		$1.88M Buy
82,623
+1,386
+2% +$31.6K ﹤0.01% 1540
2022
Q1 		$1.92M Buy
81,237
+1,603
+2% +$39K ﹤0.01% 1642
2021
Q4 		$2M Buy
79,634
+1,131
+1% +$28.4K ﹤0.01% 1615
2021
Q3 		$1.98M Sell
78,503
-1,306
-2% -$33.3K ﹤0.01% 1587
2021
Q2 		$2.01M Sell
79,809
-101,187
-56% -$2.54M ﹤0.01% 1608
2021
Q1 		$4.48M Sell
180,996
-69,263
-28% -$1.77M 0.01% 1024
2020
Q4 		$6.56M Buy
250,259
+16,819
+7% +$442K 0.01% 759
2020
Q3 		$6.22M Buy
233,440
+39,788
+21% +$1.06M 0.01% 694
2020
Q2 		$5.16M Buy
193,652
+536
+0.3% +$14.2K 0.01% 714
2020
Q1 		$4.99M Buy
+193,116
New +$5.02M 0.01% 666

Other funds holding IBTJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial's IBTJ Position: Q2 2026 in Review

Stifel Financial reduced its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 72% in Q2 2026, selling an estimated $15.4M and leaving 275,978 shares worth $5.97M. The position accounts for 0.01% of the portfolio, ranked #1302.

Stifel Financial first reported a position in IBTJ in Q1 2020 and has held it in 26 quarters since. The position peaked at $21.6M in Q1 2026. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

  • Stifel Financial held 275,978 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $5.97M as of Q2 2026.
  • Stifel Financial sold 711,280 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $15.4M.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #1302 holding.
  • Stifel Financial first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2020 and has held it in 26 quarters since.
  • Stifel Financial's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $21.6M in Q1 2026.
  • 213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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