Raymond James Financial Services Advisors’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$39.5M	Buy	1,686,025 +74,048	+5%	+$1.73M	0.05%	331
2024 Q2	$37.4M	Buy	1,611,977 +505,066	+46%	+$11.7M	0.05%	328
2024 Q1	$25.7M	Buy	1,106,911 +116,044	+12%	+$2.7M	0.04%	425
2023 Q4	$23.1M	Buy	990,867 +472,691	+91%	+$10.9M	0.04%	431
2023 Q3	$12M	Buy	518,176 +96,072	+23%	+$2.22M	0.02%	636
2023 Q2	$9.76M	Buy	422,104 +8,642	+2%	+$202K	0.02%	718
2023 Q1	$9.73M	Buy	413,462 +19,961	+5%	+$466K	0.02%	708
2022 Q4	$9.16M	Buy	393,501 +86,895	+28%	+$2.02M	0.02%	687
2022 Q3	$7.14M	Buy	+306,606	New	+$7.29M	0.02%	762

Other funds holding IBTF

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Raymond James Financial Services Advisors increased its iShares iBonds Dec 2025 Term Treasury ETF (IBTF) stake by 4.6% in Q3 2024, buying an estimated $1.73M and bringing the position to 1,686,025 shares worth $39.5M. The position accounts for 0.05% of the portfolio, ranked #331.

Raymond James Financial Services Advisors first reported a position in IBTF in Q3 2022 and has held it in 9 quarters since. 271 funds tracked by Wall St. Rank hold IBTF as of Q3 2024.

Raymond James Financial Services Advisors held 1,686,025 shares of iShares iBonds Dec 2025 Term Treasury ETF worth $39.5M as of Q3 2024.
Raymond James Financial Services Advisors bought 74,048 iShares iBonds Dec 2025 Term Treasury ETF shares in Q3 2024, an estimated $1.73M.
iShares iBonds Dec 2025 Term Treasury ETF made up 0.05% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #331 holding.
Raymond James Financial Services Advisors first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2022 and has held it in 9 quarters since.
271 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q3 2024.

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