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Raymond James & Associates’s iShares iBonds 2030 Term High Yield and Income ETF IBHJ Stock Holding History

Raymond James & Associates’s Portfolio IBHJ Stock Details IBHJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$238K Buy
8,856
+7
+0.1% +$185 ﹤0.01% 3539
2024
Q2 		$229K Buy
8,849
+27
+0.3% +$697 ﹤0.01% 3530
2024
Q1 		$231K Buy
8,822
+789
+10% +$20.5K ﹤0.01% 3535
2023
Q4 		$209K Buy
+8,033
New +$200K ﹤0.01% 3510

Other funds holding IBHJ

MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $374M AUM 22.6% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MAG
M3 Advisory Group Needham Heights, Massachusetts $162M AUM 23.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Raymond James & Associates increased its iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) stake by 0.08% in Q3 2024, buying an estimated $185 and bringing the position to 8,856 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #3539.

Raymond James & Associates first reported a position in IBHJ in Q4 2023 and has held it in 4 quarters since. 14 funds tracked by Wall St. Rank hold IBHJ as of Q3 2024.

  • Raymond James & Associates held 8,856 shares of iShares iBonds 2030 Term High Yield and Income ETF worth $238K as of Q3 2024.
  • Raymond James & Associates bought 7 iShares iBonds 2030 Term High Yield and Income ETF shares in Q3 2024, an estimated $185.
  • iShares iBonds 2030 Term High Yield and Income ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #3539 holding.
  • Raymond James & Associates first reported a position in iShares iBonds 2030 Term High Yield and Income ETF in Q4 2023 and has held it in 4 quarters since.
  • 14 funds tracked by Wall St. Rank held iShares iBonds 2030 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.