Stifel Financial’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.3M	Buy	161,562 +40,846	+34%	+$838K	﹤0.01%	1611
2025 Q4	$2.48M	Buy	120,716 +15,656	+15%	+$323K	﹤0.01%	1782
2025 Q3	$2.16M	Buy	105,060 +3,006	+3%	+$61.5K	﹤0.01%	1853
2025 Q2	$2.09M	Buy	102,054 +7,387	+8%	+$150K	﹤0.01%	1824
2025 Q1	$1.92M	Buy	94,667 +11,798	+14%	+$236K	﹤0.01%	1782
2024 Q4	$1.64M	Buy	82,869 +1,650	+2%	+$33.2K	﹤0.01%	1922
2024 Q3	$1.69M	Buy	81,219 +5,035	+7%	+$103K	﹤0.01%	1882
2024 Q2	$1.52M	Buy	76,184 +5,197	+7%	+$103K	﹤0.01%	1914
2024 Q1	$1.43M	Sell	70,987 -717	-1%	-$14.5K	﹤0.01%	1960
2023 Q4	$1.47M	Buy	71,704 +819	+1%	+$16.2K	﹤0.01%	1882
2023 Q3	$1.39M	Buy	70,885 +6,308	+10%	+$127K	﹤0.01%	1832
2023 Q2	$1.33M	Buy	64,577 +2,765	+4%	+$58K	﹤0.01%	1897
2023 Q1	$1.31M	Buy	61,812 +2,189	+4%	+$45.6K	﹤0.01%	1857
2022 Q4	$1.22M	Sell	59,623 -509,450	-90%	-$10.4M	﹤0.01%	1852
2022 Q3	$11.7M	Buy	569,073 +507,265	+821%	+$11M	0.02%	590
2022 Q2	$1.35M	Buy	61,808 +1,471	+2%	+$32.2K	﹤0.01%	1781
2022 Q1	$1.39M	Buy	+60,337	New	+$1.44M	﹤0.01%	1886