Stifel Financial
IBTL icon

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

Stifel Financial’s Portfolio IBTL Stock Details IBTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.2M Sell
158,390
-3,172
-2% -$64.2K ﹤0.01% 1713
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

Other funds holding IBTL

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Stifel Financial's IBTL Position: Q2 2026 in Review

Stifel Financial reduced its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 2% in Q2 2026, selling an estimated $64.2K and leaving 158,390 shares worth $3.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1713.

Stifel Financial first reported a position in IBTL in Q1 2022 and has held it in 18 quarters since. The position peaked at $11.7M in Q3 2022. 133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

  • Stifel Financial held 158,390 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $3.2M as of Q2 2026.
  • Stifel Financial sold 3,172 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2026, an estimated $64.2K.
  • iShares iBonds Dec 2031 Term Treasury ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1713 holding.
  • Stifel Financial first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q1 2022 and has held it in 18 quarters since.
  • Stifel Financial's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $11.7M in Q3 2022.
  • 133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

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