Raymond James Financial
IBDR icon

Raymond James Financial’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Raymond James Financial’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$56.3M Sell
2,322,133
-162,842
-7% -$3.94M 0.02% 839
2026
Q2 		$60.2M Sell
2,484,975
-181,732
-7% -$4.4M 0.02% 833
2026
Q1 		$64.6M Sell
2,666,707
-573,601
-18% -$13.9M 0.02% 724
2025
Q4 		$78.5M Buy
3,240,308
+550,268
+20% +$13.3M 0.02% 609
2025
Q3 		$65.4M Buy
2,690,040
+66,574
+3% +$1.61M 0.02% 654
2025
Q2 		$63.6M Buy
2,623,466
+228,806
+10% +$5.53M 0.02% 635
2025
Q1 		$58M Buy
2,394,660
+337,228
+16% +$8.14M 0.02% 643
2024
Q4 		$49.5M Buy
+2,057,432
New +$49.6M 0.02% 723

Other funds holding IBDR

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Sound View Wealth Advisors Group
Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Raymond James Financial's IBDR Position: Q3 2026 in Review

Raymond James Financial reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 6.6% in Q3 2026, selling an estimated $3.94M and leaving 2,322,133 shares worth $56.3M. The position accounts for 0.02% of the portfolio, ranked #839.

Raymond James Financial first reported a position in IBDR in Q4 2024 and has held it in 8 quarters since. The position peaked at $78.5M in Q4 2025. 329 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

  • Raymond James Financial held 2,322,133 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $56.3M as of Q3 2026.
  • Raymond James Financial sold 162,842 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $3.94M.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.02% of Raymond James Financial's portfolio in Q3 2026, its #839 holding.
  • Raymond James Financial first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2024 and has held it in 8 quarters since.
  • Raymond James Financial's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $78.5M in Q4 2025.
  • 329 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.