Raymond James & Associates’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$8.72M	Buy	371,191 +20,937	+6%	+$485K	0.01%	1305
2024 Q2	$7.86M	Buy	350,254 +8,823	+3%	+$196K	0.01%	1305
2024 Q1	$7.74M	Sell	341,431 -11,669	-3%	-$265K	0.01%	1303
2023 Q4	$8.16M	Sell	353,100 -5,617	-2%	-$125K	0.01%	1231
2023 Q3	$7.89M	Buy	358,717 +55,345	+18%	+$1.25M	0.01%	1182
2023 Q2	$7.05M	Buy	303,372 +14,655	+5%	+$347K	0.01%	1266
2023 Q1	$6.9M	Buy	288,717 +145,766	+102%	+$3.43M	0.01%	1254
2022 Q4	$3.3M	Buy	+142,951	New	+$3.31M	﹤0.01%	1691

Other funds holding IBTM

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SWP

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

CIM

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Raymond James & Associates increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 6% in Q3 2024, buying an estimated $485K and bringing the position to 371,191 shares worth $8.72M. The position accounts for 0.01% of the portfolio, ranked #1305.

Raymond James & Associates first reported a position in IBTM in Q4 2022 and has held it in 8 quarters since. 65 funds tracked by Wall St. Rank hold IBTM as of Q3 2024.

Raymond James & Associates held 371,191 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $8.72M as of Q3 2024.
Raymond James & Associates bought 20,937 iShares iBonds Dec 2032 Term Treasury ETF shares in Q3 2024, an estimated $485K.
iShares iBonds Dec 2032 Term Treasury ETF made up 0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1305 holding.
Raymond James & Associates first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2022 and has held it in 8 quarters since.
65 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q3 2024.

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