RJA
IBTO icon

Raymond James & Associates’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Raymond James & Associates’s Portfolio IBTO Stock Details IBTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$2.81M Buy
112,085
+3,564
+3% +$88.2K ﹤0.01% 2012
2024
Q2 		$2.6M Buy
108,521
+6,910
+7% +$165K ﹤0.01% 1999
2024
Q1 		$2.47M Buy
+101,611
New +$2.47M ﹤0.01% 2031

Other funds holding IBTO

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $631M AUM 17.4% 1-Year Est. Return
AWP
Accretive Wealth Partners Parsippany, New Jersey $356M AUM 14.3% 1-Year Est. Return

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

Raymond James & Associates increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 3.3% in Q3 2024, buying an estimated $88.2K and bringing the position to 112,085 shares worth $2.81M. The position accounts for ﹤0.01% of the portfolio, ranked #2012.

Raymond James & Associates first reported a position in IBTO in Q1 2024 and has held it in 3 quarters since. 50 funds tracked by Wall St. Rank hold IBTO as of Q3 2024.

  • Raymond James & Associates held 112,085 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $2.81M as of Q3 2024.
  • Raymond James & Associates bought 3,564 iShares iBonds Dec 2033 Term Treasury ETF shares in Q3 2024, an estimated $88.2K.
  • iShares iBonds Dec 2033 Term Treasury ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2012 holding.
  • Raymond James & Associates first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q1 2024 and has held it in 3 quarters since.
  • 50 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q3 2024.

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