RJA
IBDD

Raymond James & Associates’s iShares iBonds Mar 2023 Term Corporate ETF IBDD Stock Holding History

Raymond James & Associates’s Portfolio IBDD Stock Details IBDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-55,815
Closed -$1.48M – 4132
2022
Q4 		$1.48M Buy
55,815
+1,664
+3% +$44K ﹤0.01% 2188
2022
Q3 		$1.43M Buy
54,151
+3,911
+8% +$103K ﹤0.01% 2175
2022
Q2 		$1.33M Buy
50,240
+42,111
+518% +$1.12M ﹤0.01% 2257
2022
Q1 		$216K Hold
8,129
– – ﹤0.01% 3629
2021
Q4 		$218K Hold
8,129
– – ﹤0.01% 3648
2021
Q3 		$219K Hold
8,129
– – ﹤0.01% 3619
2021
Q2 		$220K Buy
+8,129
New +$220K ﹤0.01% 3630

Other funds holding IBDD

MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
AIM
Anchor Investment Management Columbia, South Carolina $1.2B AUM 17.33% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James & Associates's IBDD Position: Q1 2023 in Review

Raymond James & Associates sold out of iShares iBonds Mar 2023 Term Corporate ETF (IBDD) in Q1 2023, closing a stake of 55,815 shares — an estimated $1.48M sold.

Raymond James & Associates first reported a position in IBDD in Q2 2021 and held it in 7 quarters. The position peaked at $1.48M in Q4 2022. 5 funds tracked by Wall St. Rank hold IBDD as of Q1 2023.

  • Raymond James & Associates reported no remaining iShares iBonds Mar 2023 Term Corporate ETF position as of Q1 2023 after selling out during the quarter.
  • Raymond James & Associates sold 55,815 iShares iBonds Mar 2023 Term Corporate ETF shares in Q1 2023, an estimated $1.48M.
  • Raymond James & Associates first reported a position in iShares iBonds Mar 2023 Term Corporate ETF in Q2 2021 and held it in 7 quarters.
  • Raymond James & Associates's iShares iBonds Mar 2023 Term Corporate ETF position peaked at $1.48M in Q4 2022.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ETF as of Q1 2023.

Based on Raymond James & Associates's 13F filing for Q1 2023, filed 14 Apr 2023.