Raymond James Financial Services Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Raymond James Financial Services Advisors’s Portfolio IBDU Stock Details IBDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$30.2M	Buy	1,283,606 +251,959	+24%	+$5.84M	0.04%	401
2024 Q2	$23.4M	Buy	1,031,647 +75,006	+8%	+$1.69M	0.03%	456
2024 Q1	$21.8M	Buy	956,641 +73,864	+8%	+$1.69M	0.03%	472
2023 Q4	$20.4M	Buy	882,777 +68,393	+8%	+$1.52M	0.03%	475
2023 Q3	$17.8M	Buy	814,384 +15,864	+2%	+$353K	0.03%	486
2023 Q2	$17.9M	Buy	798,520 +16,844	+2%	+$382K	0.03%	499
2023 Q1	$17.9M	Buy	781,676 +12,334	+2%	+$279K	0.03%	483
2022 Q4	$17.1M	Buy	769,342 +299,323	+64%	+$6.59M	0.03%	475
2022 Q3	$10.2M	Buy	470,019 +425,464	+955%	+$9.75M	0.02%	603
2022 Q2	$1.02M	Sell	44,555 -280	-0.6%	-$6.52K	﹤0.01%	1814
2022 Q1	$1.1M	Buy	44,835 +3,223	+8%	+$81.3K	﹤0.01%	1878
2021 Q4	$1.09M	Buy	41,612 +10,700	+35%	+$283K	﹤0.01%	1923
2021 Q3	$823K	Buy	30,912 +2,675	+9%	+$72.1K	﹤0.01%	2085
2021 Q2	$757K	Buy	28,237 +10,980	+64%	+$291K	﹤0.01%	2126
2021 Q1	$451K	Buy	+17,257	New	+$461K	﹤0.01%	2358

Other funds holding IBDU

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Raymond James Financial Services Advisors increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 24% in Q3 2024, buying an estimated $5.84M and bringing the position to 1,283,606 shares worth $30.2M. The position accounts for 0.04% of the portfolio, ranked #401.

Raymond James Financial Services Advisors first reported a position in IBDU in Q1 2021 and has held it in 15 quarters since. 225 funds tracked by Wall St. Rank hold IBDU as of Q3 2024.

Raymond James Financial Services Advisors held 1,283,606 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $30.2M as of Q3 2024.
Raymond James Financial Services Advisors bought 251,959 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2024, an estimated $5.84M.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.04% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #401 holding.
Raymond James Financial Services Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2021 and has held it in 15 quarters since.
225 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2024.

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