RJFSA
IBDD

Raymond James Financial Services Advisors’s iShares iBonds Mar 2023 Term Corporate ETF IBDD Stock Holding History

Raymond James Financial Services Advisors’s Portfolio IBDD Stock Details IBDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-164,229
Closed -$4.35M – 3433
2022
Q4 		$4.35M Buy
164,229
+132,040
+410% +$3.49M 0.01% 1032
2022
Q3 		$851K Sell
32,189
-405
-1% -$10.7K ﹤0.01% 1912
2022
Q2 		$863K Buy
32,594
+9,886
+44% +$262K ﹤0.01% 1924
2022
Q1 		$603K Sell
22,708
-572
-2% -$15.2K ﹤0.01% 2270
2021
Q4 		$623K Buy
23,280
+13,154
+130% +$353K ﹤0.01% 2253
2021
Q3 		$273K Hold
10,126
– – ﹤0.01% 2757
2021
Q2 		$274K Sell
10,126
-377
-4% -$10.2K ﹤0.01% 2788
2021
Q1 		$285K Sell
10,503
-1,457
-12% -$39.7K ﹤0.01% 2657
2020
Q4 		$326K Sell
11,960
-1,141
-9% -$31.2K ﹤0.01% 2417
2020
Q3 		$358K Buy
13,101
+559
+4% +$15.3K ﹤0.01% 2181
2020
Q2 		$343K Sell
12,542
-4,721
-27% -$128K ﹤0.01% 2158
2020
Q1 		$455K Buy
17,263
+1,077
+7% +$28.7K ﹤0.01% 1620
2019
Q4 		$434K Sell
16,186
-1,334
-8% -$35.8K ﹤0.01% 2075
2019
Q3 		$471K Hold
17,520
– – ﹤0.01% 1941
2019
Q2 		$468K Hold
17,520
– – ﹤0.01% 1977
2019
Q1 		$462K Buy
17,520
+653
+4% +$17K ﹤0.01% 1944
2018
Q4 		$432K Sell
16,867
-187
-1% -$4.77K ﹤0.01% 1762
2018
Q3 		$437K Buy
17,054
+2,193
+15% +$56.3K ﹤0.01% 2019
2018
Q2 		$381K Buy
14,861
+497
+3% +$12.8K ﹤0.01% 2065
2018
Q1 		$371K Buy
14,364
+2,052
+17% +$53.4K ﹤0.01% 1915
2017
Q4 		$326K Sell
12,312
-691
-5% -$18.4K ﹤0.01% 1972
2017
Q3 		$348K Buy
13,003
+1,158
+10% +$31K ﹤0.01% 1938
2017
Q2 		$316K Sell
11,845
-1,146
-9% -$30.5K ﹤0.01% 1961
2017
Q1 		$343K Buy
12,991
+4,529
+54% +$119K ﹤0.01% 1817
2016
Q4 		$222K Buy
+8,462
New +$225K ﹤0.01% 1996

Other funds holding IBDD

MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
AIM
Anchor Investment Management Columbia, South Carolina $1.2B AUM 17.33% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial Services Advisors's IBDD Position: Q1 2023 in Review

Raymond James Financial Services Advisors sold out of iShares iBonds Mar 2023 Term Corporate ETF (IBDD) in Q1 2023, closing a stake of 164,229 shares — an estimated $4.35M sold.

Raymond James Financial Services Advisors first reported a position in IBDD in Q4 2016 and held it in 25 quarters. The position peaked at $4.35M in Q4 2022. 5 funds tracked by Wall St. Rank hold IBDD as of Q1 2023.

  • Raymond James Financial Services Advisors reported no remaining iShares iBonds Mar 2023 Term Corporate ETF position as of Q1 2023 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 164,229 iShares iBonds Mar 2023 Term Corporate ETF shares in Q1 2023, an estimated $4.35M.
  • Raymond James Financial Services Advisors first reported a position in iShares iBonds Mar 2023 Term Corporate ETF in Q4 2016 and held it in 25 quarters.
  • Raymond James Financial Services Advisors's iShares iBonds Mar 2023 Term Corporate ETF position peaked at $4.35M in Q4 2022.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ETF as of Q1 2023.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2023, filed 14 Apr 2023.