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Raymond James Financial Services Advisors’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Raymond James Financial Services Advisors’s Portfolio IBHG Stock Details IBHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$337K Buy
+14,922
New +$332K ﹤0.01% 2892

Other funds holding IBHG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

Raymond James Financial Services Advisors opened a new position in iShares iBonds 2027 Term High Yield and Income ETF (IBHG) in Q3 2024: 14,922 shares worth $337K. The stake represents ﹤0.01% of the portfolio and ranks #2892 among its holdings.

48 funds tracked by Wall St. Rank hold IBHG as of Q3 2024.

  • Raymond James Financial Services Advisors held 14,922 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $337K as of Q3 2024.
  • iShares iBonds 2027 Term High Yield and Income ETF was a new Raymond James Financial Services Advisors position in Q3 2024.
  • iShares iBonds 2027 Term High Yield and Income ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2892 holding.
  • 48 funds tracked by Wall St. Rank held iShares iBonds 2027 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.