RJFSA
IBDQ

Raymond James Financial Services Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Raymond James Financial Services Advisors’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$38.2M Buy
1,520,883
+66,525
+5% +$1.66M 0.05% 344
2024
Q2 		$36.2M Sell
1,454,358
-74,336
-5% -$1.84M 0.05% 338
2024
Q1 		$37.9M Buy
1,528,694
+91,642
+6% +$2.27M 0.06% 318
2023
Q4 		$35.6M Buy
1,437,052
+56,793
+4% +$1.39M 0.06% 312
2023
Q3 		$33.6M Sell
1,380,259
-297,936
-18% -$7.27M 0.06% 299
2023
Q2 		$40.9M Buy
1,678,195
+107,192
+7% +$2.62M 0.07% 264
2023
Q1 		$38.5M Buy
1,571,003
+310,832
+25% +$7.6M 0.07% 258
2022
Q4 		$30.6M Buy
1,260,171
+189,268
+18% +$4.58M 0.06% 297
2022
Q3 		$25.8M Buy
1,070,903
+176,158
+20% +$4.35M 0.06% 317
2022
Q2 		$22.1M Sell
894,745
-26,816
-3% -$668K 0.05% 379
2022
Q1 		$23.3M Buy
921,561
+8,718
+1% +$225K 0.04% 402
2021
Q4 		$24.1M Buy
912,843
+12,767
+1% +$339K 0.05% 390
2021
Q3 		$24.2M Buy
900,076
+517
+0.1% +$13.9K 0.05% 369
2021
Q2 		$24.3M Buy
899,559
+149,421
+20% +$4.03M 0.05% 375
2021
Q1 		$20.1M Buy
750,138
+357,694
+91% +$9.68M 0.05% 400
2020
Q4 		$10.7M Buy
392,444
+46,679
+14% +$1.27M 0.03% 530
2020
Q3 		$9.38M Buy
345,765
+3,260
+1% +$88.5K 0.03% 520
2020
Q2 		$9.24M Buy
342,505
+25,392
+8% +$667K 0.03% 480
2020
Q1 		$7.92M Buy
317,113
+8,453
+3% +$218K 0.03% 425
2019
Q4 		$8.01M Buy
308,660
+146,905
+91% +$3.8M 0.03% 571
2019
Q3 		$4.19M Buy
161,755
+14,158
+10% +$364K 0.02% 761
2019
Q2 		$3.78M Buy
147,597
+15,026
+11% +$376K 0.01% 793
2019
Q1 		$3.3M Buy
132,571
+21,079
+19% +$513K 0.01% 814
2018
Q4 		$2.63M Buy
111,492
+17,440
+19% +$412K 0.01% 766
2018
Q3 		$2.25M Buy
94,052
+25,808
+38% +$619K 0.01% 1008
2018
Q2 		$1.63M Buy
68,244
+15,751
+30% +$377K 0.01% 1135
2018
Q1 		$1.27M Buy
52,493
+12,760
+32% +$312K 0.01% 1171
2017
Q4 		$995K Buy
39,733
+9,244
+30% +$232K 0.01% 1313
2017
Q3 		$766K Buy
30,489
+12,084
+66% +$304K ﹤0.01% 1466
2017
Q2 		$460K Buy
18,405
+1,574
+9% +$39.2K ﹤0.01% 1724
2017
Q1 		$415K Buy
+16,831
New +$412K ﹤0.01% 1690

Other funds holding IBDQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Raymond James Financial Services Advisors's IBDQ Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) stake by 4.6% in Q3 2024, buying an estimated $1.66M and bringing the position to 1,520,883 shares worth $38.2M. The position accounts for 0.05% of the portfolio, ranked #344.

Raymond James Financial Services Advisors first reported a position in IBDQ in Q1 2017 and has held it in 31 quarters since. The position peaked at $40.9M in Q2 2023. 363 funds tracked by Wall St. Rank hold IBDQ as of Q3 2024.

  • Raymond James Financial Services Advisors held 1,520,883 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $38.2M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 66,525 iShares iBonds Dec 2025 Term Corporate ETF shares in Q3 2024, an estimated $1.66M.
  • iShares iBonds Dec 2025 Term Corporate ETF made up 0.05% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #344 holding.
  • Raymond James Financial Services Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2017 and has held it in 31 quarters since.
  • Raymond James Financial Services Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $40.9M in Q2 2023.
  • 363 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.