RJA
IBTF

Raymond James & Associates’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Raymond James & Associates’s Portfolio IBTF Stock Details IBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$10.7M Buy
455,378
+23,266
+5% +$542K 0.01% 1194
2024
Q2 		$10M Buy
432,112
+34,265
+9% +$794K 0.01% 1164
2024
Q1 		$9.24M Buy
397,847
+52,238
+15% +$1.21M 0.01% 1209
2023
Q4 		$8.05M Buy
345,609
+101,788
+42% +$2.35M 0.01% 1243
2023
Q3 		$5.63M Buy
243,821
+30,204
+14% +$697K ﹤0.01% 1384
2023
Q2 		$4.94M Buy
213,617
+91,974
+76% +$2.15M ﹤0.01% 1487
2023
Q1 		$2.86M Buy
121,643
+101,224
+496% +$2.37M ﹤0.01% 1826
2022
Q4 		$475K Buy
+20,419
New +$475K ﹤0.01% 2933

Other funds holding IBTF

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Raymond James & Associates increased its iShares iBonds Dec 2025 Term Treasury ETF (IBTF) stake by 5.4% in Q3 2024, buying an estimated $542K and bringing the position to 455,378 shares worth $10.7M. The position accounts for 0.01% of the portfolio, ranked #1194.

Raymond James & Associates first reported a position in IBTF in Q4 2022 and has held it in 8 quarters since. 271 funds tracked by Wall St. Rank hold IBTF as of Q3 2024.

  • Raymond James & Associates held 455,378 shares of iShares iBonds Dec 2025 Term Treasury ETF worth $10.7M as of Q3 2024.
  • Raymond James & Associates bought 23,266 iShares iBonds Dec 2025 Term Treasury ETF shares in Q3 2024, an estimated $542K.
  • iShares iBonds Dec 2025 Term Treasury ETF made up 0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1194 holding.
  • Raymond James & Associates first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2022 and has held it in 8 quarters since.
  • 271 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q3 2024.

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