Raymond James Financial
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Raymond James Financial’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Raymond James Financial’s Portfolio IBDX Stock Details IBDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.3M Buy
1,161,884
+436,626
+60% +$11M 0.01% 1300
2026
Q1 		$18.3M Buy
725,258
+123,497
+21% +$3.15M 0.01% 1540
2025
Q4 		$15.4M Buy
601,761
+267,030
+80% +$6.83M ﹤0.01% 1628
2025
Q3 		$8.58M Buy
334,731
+50,851
+18% +$1.29M ﹤0.01% 2048
2025
Q2 		$7.18M Sell
283,880
-397,304
-58% -$9.86M ﹤0.01% 2125
2025
Q1 		$17M Sell
681,184
-75,139
-10% -$1.86M 0.01% 1431
2024
Q4 		$18.6M Buy
+756,323
New +$18.9M 0.01% 1377

Other funds holding IBDX

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

Raymond James Financial increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 60% in Q2 2026, buying an estimated $11M and bringing the position to 1,161,884 shares worth $29.3M. The position accounts for 0.01% of the portfolio, ranked #1300.

Raymond James Financial first reported a position in IBDX in Q4 2024 and has held it in 7 quarters since. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

  • Raymond James Financial held 1,161,884 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $29.3M as of Q2 2026.
  • Raymond James Financial bought 436,626 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $11M.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1300 holding.
  • Raymond James Financial first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
  • 228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

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