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
Q3 		$15.6M Sell
635,909
-102,504
-14% -$2.59M ﹤0.01% 1725
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

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return
Summitry LLC
Summitry LLC Foster City, California $3.2B AUM 16.18% 1-Year Est. Return
MV Capital Management
MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial's IBDY Position: Q3 2026 in Review

Raymond James Financial reduced its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 14% in Q3 2026, selling an estimated $2.59M and leaving 635,909 shares worth $15.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1725.

Raymond James Financial first reported a position in IBDY in Q4 2024 and has held it in 8 quarters since. The position peaked at $19M in Q2 2026. 159 funds tracked by Wall St. Rank hold IBDY as of Q3 2026.

  • Raymond James Financial held 635,909 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $15.6M as of Q3 2026.
  • Raymond James Financial sold 102,504 iShares iBonds Dec 2033 Term Corporate ETF shares in Q3 2026, an estimated $2.59M.
  • iShares iBonds Dec 2033 Term Corporate ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q3 2026, its #1725 holding.
  • Raymond James Financial first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2024 and has held it in 8 quarters since.
  • Raymond James Financial's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $19M in Q2 2026.
  • 159 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.