Raymond James Financial
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Raymond James Financial’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Raymond James Financial’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$79M Buy
3,118,298
+142,572
+5% +$3.63M 0.02% 608
2025
Q4 		$75.7M Buy
2,975,726
+312,261
+12% +$7.95M 0.02% 622
2025
Q3 		$68M Buy
2,663,465
+123,510
+5% +$3.14M 0.02% 635
2025
Q2 		$64.6M Buy
2,539,955
+240,900
+10% +$6.07M 0.02% 626
2025
Q1 		$58.1M Buy
2,299,055
+323,217
+16% +$8.1M 0.02% 640
2024
Q4 		$49.2M Buy
+1,975,838
New +$49.6M 0.02% 728

Other funds holding IBDT

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Raymond James Financial increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 4.8% in Q1 2026, buying an estimated $3.63M and bringing the position to 3,118,298 shares worth $79M. The position accounts for 0.02% of the portfolio, ranked #608.

Raymond James Financial first reported a position in IBDT in Q4 2024 and has held it in 6 quarters since. 421 funds tracked by Wall St. Rank hold IBDT as of Q1 2026.

  • Raymond James Financial held 3,118,298 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $79M as of Q1 2026.
  • Raymond James Financial bought 142,572 iShares iBonds Dec 2028 Term Corporate ETF shares in Q1 2026, an estimated $3.63M.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.02% of Raymond James Financial's portfolio in Q1 2026, its #608 holding.
  • Raymond James Financial first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2024 and has held it in 6 quarters since.
  • 421 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q1 2026.

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