Raymond James Financial
IBDY icon

Raymond James Financial’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Raymond James Financial’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.4M Buy
556,383
+73,302
+15% +$1.91M ﹤0.01% 1724
2025
Q4 		$12.6M Buy
483,081
+219,186
+83% +$5.74M ﹤0.01% 1781
2025
Q3 		$6.92M Buy
263,895
+20,508
+8% +$532K ﹤0.01% 2213
2025
Q2 		$6.3M Sell
243,387
-2,327
-0.9% -$59K ﹤0.01% 2215
2025
Q1 		$6.28M Buy
245,714
+52,547
+27% +$1.33M ﹤0.01% 2176
2024
Q4 		$4.85M Buy
+193,167
New +$4.95M ﹤0.01% 2354

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Raymond James Financial increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 15% in Q1 2026, buying an estimated $1.91M and bringing the position to 556,383 shares worth $14.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1724.

Raymond James Financial first reported a position in IBDY in Q4 2024 and has held it in 6 quarters since. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

  • Raymond James Financial held 556,383 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $14.4M as of Q1 2026.
  • Raymond James Financial bought 73,302 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2026, an estimated $1.91M.
  • iShares iBonds Dec 2033 Term Corporate ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1724 holding.
  • Raymond James Financial first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2024 and has held it in 6 quarters since.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

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