Raymond James Financial
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Raymond James Financial’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Raymond James Financial’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$83.4M Buy
3,599,661
+427,462
+13% +$9.91M 0.02% 653
2026
Q1 		$73.8M Buy
3,172,199
+220,560
+7% +$5.16M 0.02% 645
2025
Q4 		$69.1M Buy
2,951,639
+309,978
+12% +$7.26M 0.02% 659
2025
Q3 		$62M Buy
2,641,661
+68,568
+3% +$1.6M 0.02% 685
2025
Q2 		$60M Sell
2,573,093
-326,651
-11% -$7.53M 0.02% 660
2025
Q1 		$67.1M Buy
2,899,744
+762,549
+36% +$17.5M 0.03% 583
2024
Q4 		$48.7M Buy
+2,137,195
New +$49.2M 0.02% 737

Other funds holding IBDU

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Raymond James Financial's IBDU Position: Q2 2026 in Review

Raymond James Financial increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 13% in Q2 2026, buying an estimated $9.91M and bringing the position to 3,599,661 shares worth $83.4M. The position accounts for 0.02% of the portfolio, ranked #653.

Raymond James Financial first reported a position in IBDU in Q4 2024 and has held it in 7 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Raymond James Financial held 3,599,661 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $83.4M as of Q2 2026.
  • Raymond James Financial bought 427,462 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $9.91M.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.02% of Raymond James Financial's portfolio in Q2 2026, its #653 holding.
  • Raymond James Financial first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
  • 386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.