Raymond James Financial Services Advisors’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$215K	Buy	+4,829	New	+$212K	﹤0.01%	3152
2022 Q1	–	Sell	-71,616	Closed	-$3.61M	–	3393
2021 Q4	$3.61M	Sell	71,616 -17,497	-20%	-$887K	0.01%	1180
2021 Q3	$4.56M	Buy	89,113 +12,584	+16%	+$649K	0.01%	1031
2021 Q2	$3.94M	Sell	76,529 -392	-0.5%	-$20.1K	0.01%	1095
2021 Q1	$3.92M	Buy	76,921 +4,404	+6%	+$228K	0.01%	1012
2020 Q4	$3.8M	Buy	72,517 +7,194	+11%	+$376K	0.01%	960
2020 Q3	$3.42M	Buy	65,323 +24,932	+62%	+$1.31M	0.01%	917
2020 Q2	$2.11M	Buy	40,391 +2,450	+6%	+$127K	0.01%	1100
2020 Q1	$1.94M	Buy	37,941 +6,752	+22%	+$345K	0.01%	896
2019 Q4	$1.58M	Buy	31,189 +3,621	+13%	+$183K	0.01%	1289
2019 Q3	$1.4M	Buy	27,568 +3,897	+16%	+$197K	0.01%	1291
2019 Q2	$1.19M	Buy	23,671 +5,293	+29%	+$262K	﹤0.01%	1399
2019 Q1	$908K	Buy	+18,378	New	+$893K	﹤0.01%	1510

Other funds holding IMTB

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FCA

FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

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

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

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

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

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

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

Raymond James Financial Services Advisors opened a new position in iShares Core 5-10 Year USD Bond ETF (IMTB) in Q3 2024: 4,829 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #3152 among its holdings. This is a return to the name: Raymond James Financial Services Advisors previously reported a position in IMTB as recently as Q4 2021.

Raymond James Financial Services Advisors first reported a position in IMTB in Q1 2019 and has held it in 13 quarters since. The position peaked at $4.56M in Q3 2021. 44 funds tracked by Wall St. Rank hold IMTB as of Q3 2024.

Raymond James Financial Services Advisors held 4,829 shares of iShares Core 5-10 Year USD Bond ETF worth $215K as of Q3 2024.
iShares Core 5-10 Year USD Bond ETF was a new Raymond James Financial Services Advisors position in Q3 2024.
iShares Core 5-10 Year USD Bond ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #3152 holding.
Raymond James Financial Services Advisors first reported a position in iShares Core 5-10 Year USD Bond ETF in Q1 2019 and has held it in 13 quarters since.
Raymond James Financial Services Advisors's iShares Core 5-10 Year USD Bond ETF position peaked at $4.56M in Q3 2021.
44 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q3 2024.

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