Raymond James Financial Services Advisors’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$15.2M	Buy	590,398 +22,684	+4%	+$573K	0.02%	670
2024 Q2	$13.9M	Buy	567,714 +46,728	+9%	+$1.14M	0.02%	664
2024 Q1	$12.9M	Buy	520,986 +35,664	+7%	+$884K	0.02%	693
2023 Q4	$12.2M	Buy	485,322 +300,567	+163%	+$7.17M	0.02%	667
2023 Q3	$4.34M	Buy	184,755 +5,051	+3%	+$122K	0.01%	1084
2023 Q2	$4.42M	Buy	179,704 +7,317	+4%	+$181K	0.01%	1086
2023 Q1	$4.32M	Sell	172,387 -1,113	-0.6%	-$27.6K	0.01%	1069
2022 Q4	$4.2M	Buy	173,500 +1,706	+1%	+$41K	0.01%	1060
2022 Q3	$4.06M	Buy	+171,794	New	+$4.35M	0.01%	1019

Other funds holding IBDX

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

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

ACA

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

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

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Raymond James Financial Services Advisors increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 4% in Q3 2024, buying an estimated $573K and bringing the position to 590,398 shares worth $15.2M. The position accounts for 0.02% of the portfolio, ranked #670.

Raymond James Financial Services Advisors first reported a position in IBDX in Q3 2022 and has held it in 9 quarters since. 118 funds tracked by Wall St. Rank hold IBDX as of Q3 2024.

Raymond James Financial Services Advisors held 590,398 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $15.2M as of Q3 2024.
Raymond James Financial Services Advisors bought 22,684 iShares iBonds Dec 2032 Term Corporate ETF shares in Q3 2024, an estimated $573K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.02% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #670 holding.
Raymond James Financial Services Advisors first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q3 2022 and has held it in 9 quarters since.
118 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q3 2024.

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