Raymond James Financial
IBCA

Raymond James Financial’s iShares iBonds Dec 2035 Term Corporate ETF IBCA Stock Holding History

Raymond James Financial’s Portfolio IBCA Stock Details IBCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.81M Buy
265,651
+73,778
+38% +$1.91M ﹤0.01% 2345
2025
Q4 		$4.98M Buy
+191,873
New +$5M ﹤0.01% 2518
2025
Q3 		– Sell
-958
Closed -$24.6K – 7009
2025
Q2 		$24.6K Buy
+958
New +$24K ﹤0.01% 5515

Other funds holding IBCA

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GPA
Guidance Point Advisors Wellesley, Massachusetts $474M AUM 16.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Raymond James Financial's IBCA Position: Q1 2026 in Review

Raymond James Financial increased its iShares iBonds Dec 2035 Term Corporate ETF (IBCA) stake by 38% in Q1 2026, buying an estimated $1.91M and bringing the position to 265,651 shares worth $6.81M. The position accounts for ﹤0.01% of the portfolio, ranked #2345.

Raymond James Financial first reported a position in IBCA in Q2 2025 and has held it in 3 quarters since. 78 funds tracked by Wall St. Rank hold IBCA as of Q1 2026.

  • Raymond James Financial held 265,651 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $6.81M as of Q1 2026.
  • Raymond James Financial bought 73,778 iShares iBonds Dec 2035 Term Corporate ETF shares in Q1 2026, an estimated $1.91M.
  • iShares iBonds Dec 2035 Term Corporate ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2345 holding.
  • Raymond James Financial first reported a position in iShares iBonds Dec 2035 Term Corporate ETF in Q2 2025 and has held it in 3 quarters since.
  • 78 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.