Raymond James & Associates’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$1.43M	Buy	63,114 +11,906	+23%	+$267K	﹤0.01%	2456
2024 Q2	$1.13M	Buy	51,208 +28,055	+121%	+$616K	﹤0.01%	2545
2024 Q1	$513K	Buy	23,153 +3,754	+19%	+$83.4K	﹤0.01%	3053
2023 Q4	$434K	Buy	19,399 +6,042	+45%	+$133K	﹤0.01%	3036
2023 Q3	$292K	Buy	13,357 +2,966	+29%	+$65.3K	﹤0.01%	3242
2023 Q2	$230K	Buy	+10,391	New	+$234K	﹤0.01%	3404

Other funds holding IBTH

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

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Bank of America

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return