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
Q2 		$19M Buy
738,413
+182,030
+33% +$4.69M 0.01% 1594
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 $7.59B AUM 23.38% 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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Raymond James Financial increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 33% in Q2 2026, buying an estimated $4.69M and bringing the position to 738,413 shares worth $19M. The position accounts for 0.01% of the portfolio, ranked #1594.

Raymond James Financial first reported a position in IBDY in Q4 2024 and has held it in 7 quarters since. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Raymond James Financial held 738,413 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $19M as of Q2 2026.
  • Raymond James Financial bought 182,030 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $4.69M.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1594 holding.
  • Raymond James Financial first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

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