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Raymond James Financial Services Advisors’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Raymond James Financial Services Advisors’s Portfolio IBTL Stock Details IBTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$234K Buy
+11,251
New +$231K ﹤0.01% 3084

Other funds holding IBTL

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FA
Fagan Associates Troy, New York $813M AUM 37.92% 1-Year Est. Return
SCM
Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return

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

Raymond James Financial Services Advisors opened a new position in iShares iBonds Dec 2031 Term Treasury ETF (IBTL) in Q3 2024: 11,251 shares worth $234K. The stake represents ﹤0.01% of the portfolio and ranks #3084 among its holdings.

71 funds tracked by Wall St. Rank hold IBTL as of Q3 2024.

  • Raymond James Financial Services Advisors held 11,251 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $234K as of Q3 2024.
  • iShares iBonds Dec 2031 Term Treasury ETF was a new Raymond James Financial Services Advisors position in Q3 2024.
  • iShares iBonds Dec 2031 Term Treasury ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #3084 holding.
  • 71 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q3 2024.

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