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Raymond James & Associates’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Raymond James & Associates’s Portfolio IBHF Stock Details IBHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$2.01M Buy
85,675
+23,007
+37% +$531K ﹤0.01% 2223
2024
Q2 		$1.44M Buy
62,668
+38,286
+157% +$875K ﹤0.01% 2365
2024
Q1 		$562K Buy
24,382
+11,691
+92% +$268K ﹤0.01% 2995
2023
Q4 		$291K Buy
+12,691
New +$286K ﹤0.01% 3295

Other funds holding IBHF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $252M AUM 14.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

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

Raymond James & Associates increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 37% in Q3 2024, buying an estimated $531K and bringing the position to 85,675 shares worth $2.01M. The position accounts for ﹤0.01% of the portfolio, ranked #2223.

Raymond James & Associates first reported a position in IBHF in Q4 2023 and has held it in 4 quarters since. 87 funds tracked by Wall St. Rank hold IBHF as of Q3 2024.

  • Raymond James & Associates held 85,675 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $2.01M as of Q3 2024.
  • Raymond James & Associates bought 23,007 iShares iBonds 2026 Term High Yield and Income ETF shares in Q3 2024, an estimated $531K.
  • iShares iBonds 2026 Term High Yield and Income ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2223 holding.
  • Raymond James & Associates first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2023 and has held it in 4 quarters since.
  • 87 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q3 2024.

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