Raymond James Financial Services Advisors’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$14.9M	Buy	673,401 +492,645	+273%	+$10.8M	0.02%	684
2024 Q2	$3.86M	Buy	180,756 +28,412	+19%	+$603K	0.01%	1297
2024 Q1	$3.28M	Buy	152,344 +78,559	+106%	+$1.69M	﹤0.01%	1373
2023 Q4	$1.61M	Buy	73,785 +1,282	+2%	+$27.1K	﹤0.01%	1695
2023 Q3	$1.52M	Buy	72,503 +2,778	+4%	+$59.3K	﹤0.01%	1657
2023 Q2	$1.51M	Buy	69,725 +993	+1%	+$21.9K	﹤0.01%	1686
2023 Q1	$1.52M	Buy	68,732 +204	+0.3%	+$4.47K	﹤0.01%	1652
2022 Q4	$1.48M	Sell	68,528 -421	-0.6%	-$9.1K	﹤0.01%	1610
2022 Q3	$1.49M	Buy	+68,949	New	+$1.56M	﹤0.01%	1593

Other funds holding IBTJ

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

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

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return

WIM

Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

Raymond James Financial Services Advisors increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 273% in Q3 2024, buying an estimated $10.8M and bringing the position to 673,401 shares worth $14.9M. The position accounts for 0.02% of the portfolio, ranked #684.

Raymond James Financial Services Advisors first reported a position in IBTJ in Q3 2022 and has held it in 9 quarters since. 126 funds tracked by Wall St. Rank hold IBTJ as of Q3 2024.

Raymond James Financial Services Advisors held 673,401 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $14.9M as of Q3 2024.
Raymond James Financial Services Advisors bought 492,645 iShares iBonds Dec 2029 Term Treasury ETF shares in Q3 2024, an estimated $10.8M.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.02% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #684 holding.
Raymond James Financial Services Advisors first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q3 2022 and has held it in 9 quarters since.
126 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q3 2024.

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