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 Q2	$2.71M	Sell	119,249 -8,965	-7%	-$204K	﹤0.01%	1859
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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial's IBTM Position: Q2 2026 in Review

Stifel Financial reduced its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 7% in Q2 2026, selling an estimated $204K and leaving 119,249 shares worth $2.71M. The position accounts for ﹤0.01% of the portfolio, ranked #1859.

Stifel Financial first reported a position in IBTM in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.94M in Q1 2026. 105 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

Stifel Financial held 119,249 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $2.71M as of Q2 2026.
Stifel Financial sold 8,965 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $204K.
iShares iBonds Dec 2032 Term Treasury ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1859 holding.
Stifel Financial first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q2 2023 and has held it in 13 quarters since.
Stifel Financial's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $2.94M in Q1 2026.
105 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

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