Raymond James Financial Services Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$47.8M	Buy	2,156,307 +225,504	+12%	+$4.92M	0.06%	291
2024 Q2	$41M	Buy	1,930,803 +997,775	+107%	+$21.1M	0.06%	306
2024 Q1	$20M	Buy	933,028 +71,292	+8%	+$1.52M	0.03%	508
2023 Q4	$18.6M	Buy	861,736 +44,118	+5%	+$912K	0.03%	515
2023 Q3	$16.7M	Buy	817,618 +15,686	+2%	+$327K	0.03%	505
2023 Q2	$17M	Buy	801,932 +11,687	+1%	+$249K	0.03%	515
2023 Q1	$17M	Buy	790,245 +15,939	+2%	+$339K	0.03%	499
2022 Q4	$16.1M	Buy	774,306 +318,682	+70%	+$6.57M	0.03%	486
2022 Q3	$9.23M	Buy	+455,624	New	+$9.79M	0.02%	658

Other funds holding IBDV

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CIA

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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

CAI

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

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

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

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

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

Raymond James Financial Services Advisors increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 12% in Q3 2024, buying an estimated $4.92M and bringing the position to 2,156,307 shares worth $47.8M. The position accounts for 0.06% of the portfolio, ranked #291.

Raymond James Financial Services Advisors first reported a position in IBDV in Q3 2022 and has held it in 9 quarters since. 189 funds tracked by Wall St. Rank hold IBDV as of Q3 2024.

Raymond James Financial Services Advisors held 2,156,307 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $47.8M as of Q3 2024.
Raymond James Financial Services Advisors bought 225,504 iShares iBonds Dec 2030 Term Corporate ETF shares in Q3 2024, an estimated $4.92M.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.06% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #291 holding.
Raymond James Financial Services Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2022 and has held it in 9 quarters since.
189 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2024.

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