Raymond James Financial
IBDV icon

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
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 $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $94.2B AUM 21.24% 1-Year Est. Return

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

Raymond James Financial increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 21% in Q1 2026, buying an estimated $16.7M and bringing the position to 4,304,559 shares worth $94.2M. The position accounts for 0.03% of the portfolio, ranked #540.

Raymond James Financial first reported a position in IBDV in Q4 2024 and has held it in 6 quarters since. 335 funds tracked by Wall St. Rank hold IBDV as of Q1 2026.

  • Raymond James Financial held 4,304,559 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $94.2M as of Q1 2026.
  • Raymond James Financial bought 755,466 iShares iBonds Dec 2030 Term Corporate ETF shares in Q1 2026, an estimated $16.7M.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.03% of Raymond James Financial's portfolio in Q1 2026, its #540 holding.
  • Raymond James Financial first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2024 and has held it in 6 quarters since.
  • 335 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q1 2026.

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