Stifel Financial
IBTP

Stifel Financial’s iShares iBonds Dec 2034 Term Treasury ETF IBTP Stock Holding History

Stifel Financial’s Portfolio IBTP Stock Details IBTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.9M Buy
784,592
+218,560
+39% +$5.56M 0.02% 688
2026
Q1 		$14.5M Buy
566,032
+40,099
+8% +$1.04M 0.01% 768
2025
Q4 		$13.6M Buy
525,933
+427,185
+433% +$11.1M 0.01% 809
2025
Q3 		$2.56M Buy
98,748
+1,837
+2% +$47.1K ﹤0.01% 1739
2025
Q2 		$2.49M Buy
96,911
+67,988
+235% +$1.73M ﹤0.01% 1678
2025
Q1 		$742K Buy
+28,923
New +$727K ﹤0.01% 2420

Other funds holding IBTP

AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $163M AUM 19.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial's IBTP Position: Q2 2026 in Review

Stifel Financial increased its iShares iBonds Dec 2034 Term Treasury ETF (IBTP) stake by 39% in Q2 2026, buying an estimated $5.56M and bringing the position to 784,592 shares worth $19.9M. The position accounts for 0.02% of the portfolio, ranked #688.

Stifel Financial first reported a position in IBTP in Q1 2025 and has held it in 6 quarters since. 63 funds tracked by Wall St. Rank hold IBTP as of Q2 2026.

  • Stifel Financial held 784,592 shares of iShares iBonds Dec 2034 Term Treasury ETF worth $19.9M as of Q2 2026.
  • Stifel Financial bought 218,560 iShares iBonds Dec 2034 Term Treasury ETF shares in Q2 2026, an estimated $5.56M.
  • iShares iBonds Dec 2034 Term Treasury ETF made up 0.02% of Stifel Financial's portfolio in Q2 2026, its #688 holding.
  • Stifel Financial first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • 63 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q2 2026.

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