Stifel Financial
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Stifel Financial’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Stifel Financial’s Portfolio IBTM Stock Details IBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.94M Buy
128,214
+24,437
+24% +$564K ﹤0.01% 1684
2025
Q4 		$2.39M Buy
103,777
+3,833
+4% +$88.9K ﹤0.01% 1806
2025
Q3 		$2.31M Buy
99,944
+2,593
+3% +$59.6K ﹤0.01% 1813
2025
Q2 		$2.24M Buy
97,351
+75,341
+342% +$1.71M ﹤0.01% 1762
2025
Q1 		$504K Buy
22,010
+39
+0.2% +$876 ﹤0.01% 2676
2024
Q4 		$488K Sell
21,971
-543
-2% -$12.3K ﹤0.01% 2691
2024
Q3 		$529K Buy
22,514
+648
+3% +$15K ﹤0.01% 2647
2024
Q2 		$491K Sell
21,866
-2,659
-11% -$59.2K ﹤0.01% 2632
2024
Q1 		$556K Sell
24,525
-691
-3% -$15.7K ﹤0.01% 2543
2023
Q4 		$583K Buy
25,216
+1,784
+8% +$39.6K ﹤0.01% 2479
2023
Q3 		$515K Buy
23,432
+147
+0.6% +$3.33K ﹤0.01% 2474
2023
Q2 		$541K Buy
+23,285
New +$551K ﹤0.01% 2471

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Stifel Financial's IBTM Position: Q1 2026 in Review

Stifel Financial increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 24% in Q1 2026, buying an estimated $564K and bringing the position to 128,214 shares worth $2.94M. The position accounts for ﹤0.01% of the portfolio, ranked #1684.

Stifel Financial first reported a position in IBTM in Q2 2023 and has held it in 12 quarters since. 115 funds tracked by Wall St. Rank hold IBTM as of Q1 2026.

  • Stifel Financial held 128,214 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $2.94M as of Q1 2026.
  • Stifel Financial bought 24,437 iShares iBonds Dec 2032 Term Treasury ETF shares in Q1 2026, an estimated $564K.
  • iShares iBonds Dec 2032 Term Treasury ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1684 holding.
  • Stifel Financial first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q2 2023 and has held it in 12 quarters since.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.