Raymond James & Associates’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Raymond James & Associates’s Portfolio IBDX Stock Details IBDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$2.49M	Buy	96,897 +25,428	+36%	+$642K	﹤0.01%	2101
2024 Q2	$1.76M	Buy	71,469 +4,600	+7%	+$112K	﹤0.01%	2239
2024 Q1	$1.66M	Buy	66,869 +22,770	+52%	+$564K	﹤0.01%	2278
2023 Q4	$1.11M	Buy	44,099 +35,454	+410%	+$846K	﹤0.01%	2453
2023 Q3	$203K	Buy	+8,645	New	+$209K	﹤0.01%	3448

Other funds holding IBDX

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James & Associates's IBDX Position: Q3 2024 in Review

Raymond James & Associates increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 36% in Q3 2024, buying an estimated $642K and bringing the position to 96,897 shares worth $2.49M. The position accounts for ﹤0.01% of the portfolio, ranked #2101.

Raymond James & Associates first reported a position in IBDX in Q3 2023 and has held it in 5 quarters since. 118 funds tracked by Wall St. Rank hold IBDX as of Q3 2024.

Raymond James & Associates held 96,897 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $2.49M as of Q3 2024.
Raymond James & Associates bought 25,428 iShares iBonds Dec 2032 Term Corporate ETF shares in Q3 2024, an estimated $642K.
iShares iBonds Dec 2032 Term Corporate ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2101 holding.
Raymond James & Associates first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q3 2023 and has held it in 5 quarters since.
118 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.