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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Horizon Advisory Services West Henrietta, New York $195M AUM 14.6% 1-Year Est. Return

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Bank of America

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return