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Raymond James & Associates’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Raymond James & Associates’s Portfolio IBTJ Stock Details IBTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$772K Buy
34,945
+6,308
+22% +$138K ﹤0.01% 2852
2024
Q2 		$612K Buy
28,637
+17,883
+166% +$379K ﹤0.01% 2939
2024
Q1 		$231K Buy
10,754
+1,077
+11% +$23.2K ﹤0.01% 3533
2023
Q4 		$211K Buy
+9,677
New +$205K ﹤0.01% 3495

Other funds holding IBTJ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
WIM
Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Raymond James & Associates increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 22% in Q3 2024, buying an estimated $138K and bringing the position to 34,945 shares worth $772K. The position accounts for ﹤0.01% of the portfolio, ranked #2852.

Raymond James & Associates first reported a position in IBTJ in Q4 2023 and has held it in 4 quarters since. 126 funds tracked by Wall St. Rank hold IBTJ as of Q3 2024.

  • Raymond James & Associates held 34,945 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $772K as of Q3 2024.
  • Raymond James & Associates bought 6,308 iShares iBonds Dec 2029 Term Treasury ETF shares in Q3 2024, an estimated $138K.
  • iShares iBonds Dec 2029 Term Treasury ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2852 holding.
  • Raymond James & Associates first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2023 and has held it in 4 quarters since.
  • 126 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q3 2024.

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