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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

Raymond James Financial increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 7.5% in Q1 2026, buying an estimated $5.16M and bringing the position to 3,172,199 shares worth $73.8M. The position accounts for 0.02% of the portfolio, ranked #645.

Raymond James Financial first reported a position in IBDU in Q4 2024 and has held it in 6 quarters since. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

  • Raymond James Financial held 3,172,199 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $73.8M as of Q1 2026.
  • Raymond James Financial bought 220,560 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $5.16M.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.02% of Raymond James Financial's portfolio in Q1 2026, its #645 holding.
  • Raymond James Financial first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2024 and has held it in 6 quarters since.
  • 383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

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