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Raymond James Financial Services Advisors’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Raymond James Financial Services Advisors’s Portfolio IBHI Stock Details IBHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$772K Sell
32,274
-359
-1% -$8.44K ﹤0.01% 2338
2024
Q2 		$755K Buy
32,633
+12,924
+66% +$297K ﹤0.01% 2259
2024
Q1 		$461K Buy
+19,709
New +$456K ﹤0.01% 2582

Other funds holding IBHI

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $320M AUM 21.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

Raymond James Financial Services Advisors reduced its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 1.1% in Q3 2024, selling an estimated $8.44K and leaving 32,274 shares worth $772K. The position accounts for ﹤0.01% of the portfolio, ranked #2338.

Raymond James Financial Services Advisors first reported a position in IBHI in Q1 2024 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold IBHI as of Q3 2024.

  • Raymond James Financial Services Advisors held 32,274 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $772K as of Q3 2024.
  • Raymond James Financial Services Advisors sold 359 iShares iBonds 2029 Term High Yield and Income ETF shares in Q3 2024, an estimated $8.44K.
  • iShares iBonds 2029 Term High Yield and Income ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2338 holding.
  • Raymond James Financial Services Advisors first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q1 2024 and has held it in 3 quarters since.
  • 30 funds tracked by Wall St. Rank held iShares iBonds 2029 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.