Raymond James Financial Services Advisors’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$4.67M	Buy	199,450 +83,411	+72%	+$1.93M	0.01%	1260
2024 Q2	$2.66M	Buy	116,039 +3,252	+3%	+$74.3K	﹤0.01%	1504
2024 Q1	$2.6M	Buy	112,787 +12,237	+12%	+$281K	﹤0.01%	1504
2023 Q4	$2.3M	Buy	100,550 +13,448	+15%	+$303K	﹤0.01%	1497
2023 Q3	$1.96M	Buy	+87,102	New	+$1.97M	﹤0.01%	1515

Other funds holding IBHF

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ruggaard & Associates Hudson, Ohio $252M AUM 14.53% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

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

Raymond James Financial Services Advisors increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 72% in Q3 2024, buying an estimated $1.93M and bringing the position to 199,450 shares worth $4.67M. The position accounts for 0.01% of the portfolio, ranked #1260.

Raymond James Financial Services Advisors first reported a position in IBHF in Q3 2023 and has held it in 5 quarters since. 87 funds tracked by Wall St. Rank hold IBHF as of Q3 2024.

Raymond James Financial Services Advisors held 199,450 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $4.67M as of Q3 2024.
Raymond James Financial Services Advisors bought 83,411 iShares iBonds 2026 Term High Yield and Income ETF shares in Q3 2024, an estimated $1.93M.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1260 holding.
Raymond James Financial Services Advisors first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q3 2023 and has held it in 5 quarters since.
87 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q3 2024.

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