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 Q2	$3.01M	Sell	124,670 -10,713	-8%	-$259K	﹤0.01%	1766
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

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 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

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return

Stifel Financial's IBTO Position: Q2 2026 in Review

Stifel Financial reduced its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 7.9% in Q2 2026, selling an estimated $259K and leaving 124,670 shares worth $3.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1766.

Stifel Financial first reported a position in IBTO in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.3M in Q1 2026. 83 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

Stifel Financial held 124,670 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $3.01M as of Q2 2026.
Stifel Financial sold 10,713 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2026, an estimated $259K.
iShares iBonds Dec 2033 Term Treasury ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1766 holding.
Stifel Financial first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Stifel Financial's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $3.3M in Q1 2026.
83 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

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