Raymond James Financial Services Advisors’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$21.5M	Buy	957,005 +60,129	+7%	+$1.34M	0.03%	517
2024 Q2	$19.6M	Buy	896,876 +60,166	+7%	+$1.31M	0.03%	518
2024 Q1	$18.4M	Buy	836,710 +237,380	+40%	+$5.22M	0.03%	540
2023 Q4	$13.3M	Buy	599,330 +399,330	+200%	+$8.66M	0.02%	638
2023 Q3	$4.31M	Buy	200,000 +2,711	+1%	+$59K	0.01%	1089
2023 Q2	$4.34M	Buy	197,289 +6,018	+3%	+$135K	0.01%	1100
2023 Q1	$4.3M	Sell	191,271 -625	-0.3%	-$13.9K	0.01%	1072
2022 Q4	$4.21M	Buy	191,896 +1,611	+0.8%	+$35.3K	0.01%	1058
2022 Q3	$4.16M	Buy	+190,285	New	+$4.33M	0.01%	1003

Other funds holding IBTI

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

HAS

Horizon Advisory Services West Henrietta, New York $238M AUM 17.15% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Raymond James Financial Services Advisors increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 6.7% in Q3 2024, buying an estimated $1.34M and bringing the position to 957,005 shares worth $21.5M. The position accounts for 0.03% of the portfolio, ranked #517.

Raymond James Financial Services Advisors first reported a position in IBTI in Q3 2022 and has held it in 9 quarters since. 143 funds tracked by Wall St. Rank hold IBTI as of Q3 2024.

Raymond James Financial Services Advisors held 957,005 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $21.5M as of Q3 2024.
Raymond James Financial Services Advisors bought 60,129 iShares iBonds Dec 2028 Term Treasury ETF shares in Q3 2024, an estimated $1.34M.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.03% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #517 holding.
Raymond James Financial Services Advisors first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q3 2022 and has held it in 9 quarters since.
143 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q3 2024.

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