Stifel Financial
IBTO icon

Stifel Financial’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Stifel Financial’s Portfolio IBTO Stock Details IBTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.3M Buy
135,383
+27,633
+26% +$679K ﹤0.01% 1607
2025
Q4 		$2.65M Buy
107,750
+2,379
+2% +$58.8K ﹤0.01% 1735
2025
Q3 		$2.6M Buy
105,371
+2,003
+2% +$49K ﹤0.01% 1721
2025
Q2 		$2.53M Buy
103,368
+6,918
+7% +$167K ﹤0.01% 1671
2025
Q1 		$2.35M Buy
96,450
+29,223
+43% +$699K ﹤0.01% 1646
2024
Q4 		$1.59M Buy
67,227
+1,513
+2% +$36.6K ﹤0.01% 1941
2024
Q3 		$1.65M Buy
65,714
+3,646
+6% +$90.3K ﹤0.01% 1896
2024
Q2 		$1.49M Buy
62,068
+4,411
+8% +$105K ﹤0.01% 1926
2024
Q1 		$1.4M Sell
57,657
-1,943
-3% -$47.3K ﹤0.01% 1982
2023
Q4 		$1.48M Buy
+59,600
New +$1.42M ﹤0.01% 1877

Other funds holding IBTO

GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial's IBTO Position: Q1 2026 in Review

Stifel Financial increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 26% in Q1 2026, buying an estimated $679K and bringing the position to 135,383 shares worth $3.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1607.

Stifel Financial first reported a position in IBTO in Q4 2023 and has held it in 10 quarters since. 84 funds tracked by Wall St. Rank hold IBTO as of Q1 2026.

  • Stifel Financial held 135,383 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $3.3M as of Q1 2026.
  • Stifel Financial bought 27,633 iShares iBonds Dec 2033 Term Treasury ETF shares in Q1 2026, an estimated $679K.
  • iShares iBonds Dec 2033 Term Treasury ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1607 holding.
  • Stifel Financial first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
  • 84 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2026.

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