Raymond James Financial
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Raymond James Financial’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Raymond James Financial’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$95.4M Buy
4,375,104
+70,545
+2% +$1.54M 0.03% 587
2026
Q1 		$94.2M Buy
4,304,559
+755,466
+21% +$16.7M 0.03% 540
2025
Q4 		$78.3M Buy
3,549,093
+1,084,298
+44% +$24M 0.02% 610
2025
Q3 		$54.6M Buy
2,464,795
+327,865
+15% +$7.22M 0.02% 756
2025
Q2 		$47M Sell
2,136,930
-485,082
-19% -$10.5M 0.02% 795
2025
Q1 		$57M Sell
2,622,012
-38,880
-1% -$836K 0.02% 657
2024
Q4 		$56.8M Buy
+2,660,892
New +$57.5M 0.02% 658

Other funds holding IBDV

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 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 $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Raymond James Financial increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 1.6% in Q2 2026, buying an estimated $1.54M and bringing the position to 4,375,104 shares worth $95.4M. The position accounts for 0.03% of the portfolio, ranked #587.

Raymond James Financial first reported a position in IBDV in Q4 2024 and has held it in 7 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • Raymond James Financial held 4,375,104 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $95.4M as of Q2 2026.
  • Raymond James Financial bought 70,545 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $1.54M.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.03% of Raymond James Financial's portfolio in Q2 2026, its #587 holding.
  • Raymond James Financial first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
  • 349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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