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Raymond James Financial Services Advisors’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

Raymond James Financial Services Advisors’s Portfolio IBHH Stock Details IBHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.85M Buy
77,845
+14,979
+24% +$351K ﹤0.01% 1779
2024
Q2 		$1.45M Buy
62,866
+20,883
+50% +$481K ﹤0.01% 1854
2024
Q1 		$980K Buy
+41,983
New +$975K ﹤0.01% 2080

Other funds holding IBHH

BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFG
Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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 IBHH Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its iShares iBonds 2028 Term High Yield and Income ETF (IBHH) stake by 24% in Q3 2024, buying an estimated $351K and bringing the position to 77,845 shares worth $1.85M. The position accounts for ﹤0.01% of the portfolio, ranked #1779.

Raymond James Financial Services Advisors first reported a position in IBHH in Q1 2024 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold IBHH as of Q3 2024.

  • Raymond James Financial Services Advisors held 77,845 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $1.85M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 14,979 iShares iBonds 2028 Term High Yield and Income ETF shares in Q3 2024, an estimated $351K.
  • iShares iBonds 2028 Term High Yield and Income ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1779 holding.
  • Raymond James Financial Services Advisors first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q1 2024 and has held it in 3 quarters since.
  • 41 funds tracked by Wall St. Rank held iShares iBonds 2028 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.