Raymond James Financial
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Raymond James Financial’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Raymond James Financial’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$74.6M Buy
3,566,527
+1,025,497
+40% +$21.7M 0.02% 639
2025
Q4 		$53.7M Buy
2,541,030
+652,300
+35% +$13.8M 0.02% 784
2025
Q3 		$40.1M Buy
1,888,730
+630,126
+50% +$13.3M 0.01% 939
2025
Q2 		$26.5M Sell
1,258,604
-608,289
-33% -$12.6M 0.01% 1162
2025
Q1 		$38.7M Sell
1,866,893
-106,137
-5% -$2.18M 0.01% 856
2024
Q4 		$40.2M Buy
+1,973,030
New +$40.8M 0.01% 855

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 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
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

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

Raymond James Financial increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 40% in Q1 2026, buying an estimated $21.7M and bringing the position to 3,566,527 shares worth $74.6M. The position accounts for 0.02% of the portfolio, ranked #639.

Raymond James Financial first reported a position in IBDW in Q4 2024 and has held it in 6 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

  • Raymond James Financial held 3,566,527 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $74.6M as of Q1 2026.
  • Raymond James Financial bought 1,025,497 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $21.7M.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.02% of Raymond James Financial's portfolio in Q1 2026, its #639 holding.
  • Raymond James Financial first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2024 and has held it in 6 quarters since.
  • 288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

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