Stifel Financial
IBTQ

Stifel Financial’s iShares iBonds Dec 2035 Term Treasury ETF IBTQ Stock Holding History

Stifel Financial’s Portfolio IBTQ Stock Details IBTQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.7M Buy
1,023,757
+904,167
+756% +$22.7M 0.02% 587
2026
Q1 		$3.03M Buy
119,590
+82,833
+225% +$2.11M ﹤0.01% 1661
2025
Q4 		$937K Sell
36,757
-3,749
-9% -$96.1K ﹤0.01% 2482
2025
Q3 		$1.03M Buy
+40,506
New +$1.02M ﹤0.01% 2370

Other funds holding IBTQ

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
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
AWP
Accretive Wealth Partners Parsippany, New Jersey $412M AUM 15.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial's IBTQ Position: Q2 2026 in Review

Stifel Financial increased its iShares iBonds Dec 2035 Term Treasury ETF (IBTQ) stake by 756% in Q2 2026, buying an estimated $22.7M and bringing the position to 1,023,757 shares worth $25.7M. The position accounts for 0.02% of the portfolio, ranked #587.

Stifel Financial first reported a position in IBTQ in Q3 2025 and has held it in 4 quarters since. 48 funds tracked by Wall St. Rank hold IBTQ as of Q2 2026.

  • Stifel Financial held 1,023,757 shares of iShares iBonds Dec 2035 Term Treasury ETF worth $25.7M as of Q2 2026.
  • Stifel Financial bought 904,167 iShares iBonds Dec 2035 Term Treasury ETF shares in Q2 2026, an estimated $22.7M.
  • iShares iBonds Dec 2035 Term Treasury ETF made up 0.02% of Stifel Financial's portfolio in Q2 2026, its #587 holding.
  • Stifel Financial first reported a position in iShares iBonds Dec 2035 Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • 48 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Treasury ETF as of Q2 2026.

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