Raymond James Financial
IBDS icon

Raymond James Financial’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Raymond James Financial’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$81.8M Buy
3,375,777
+28,394
+0.8% +$689K 0.03% 592
2025
Q4 		$81.3M Buy
3,347,383
+270,759
+9% +$6.58M 0.03% 592
2025
Q3 		$74.9M Buy
3,076,624
+1,009
+0% +$24.5K 0.02% 600
2025
Q2 		$74.6M Buy
3,075,615
+266,303
+9% +$6.43M 0.03% 577
2025
Q1 		$67.9M Buy
2,809,312
+149,865
+6% +$3.6M 0.03% 575
2024
Q4 		$63.7M Buy
+2,659,447
New +$64M 0.02% 611

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Raymond James Financial increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 0.85% in Q1 2026, buying an estimated $689K and bringing the position to 3,375,777 shares worth $81.8M. The position accounts for 0.03% of the portfolio, ranked #592.

Raymond James Financial first reported a position in IBDS in Q4 2024 and has held it in 6 quarters since. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

  • Raymond James Financial held 3,375,777 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $81.8M as of Q1 2026.
  • Raymond James Financial bought 28,394 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $689K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.03% of Raymond James Financial's portfolio in Q1 2026, its #592 holding.
  • Raymond James Financial first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2024 and has held it in 6 quarters since.
  • 428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

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