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Raymond James Financial Services Advisors’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Raymond James Financial Services Advisors’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.08M Buy
40,832
+4,563
+13% +$118K ﹤0.01% 2115
2024
Q2 		$914K Buy
36,269
+9,740
+37% +$244K ﹤0.01% 2146
2024
Q1 		$676K Buy
26,529
+1,793
+7% +$45.6K ﹤0.01% 2299
2023
Q4 		$639K Buy
+24,736
New +$605K ﹤0.01% 2256

Other funds holding IBDY

FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
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
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

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

Raymond James Financial Services Advisors increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 13% in Q3 2024, buying an estimated $118K and bringing the position to 40,832 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #2115.

Raymond James Financial Services Advisors first reported a position in IBDY in Q4 2023 and has held it in 4 quarters since. 96 funds tracked by Wall St. Rank hold IBDY as of Q3 2024.

  • Raymond James Financial Services Advisors held 40,832 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $1.08M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 4,563 iShares iBonds Dec 2033 Term Corporate ETF shares in Q3 2024, an estimated $118K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2115 holding.
  • Raymond James Financial Services Advisors first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2023 and has held it in 4 quarters since.
  • 96 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q3 2024.

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