Raymond James Financial
IBDZ

Raymond James Financial’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Raymond James Financial’s Portfolio IBDZ Stock Details IBDZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.1M Buy
386,990
+157,999
+69% +$4.16M ﹤0.01% 2013
2025
Q4 		$6.04M Buy
228,991
+86,229
+60% +$2.28M ﹤0.01% 2362
2025
Q3 		$3.78M Buy
142,762
+12,121
+9% +$317K ﹤0.01% 2679
2025
Q2 		$3.41M Buy
130,641
+12,693
+11% +$324K ﹤0.01% 2654
2025
Q1 		$3.04M Buy
117,948
+55,722
+90% +$1.42M ﹤0.01% 2687
2024
Q4 		$1.58M Buy
+62,226
New +$1.61M ﹤0.01% 3136

Other funds holding IBDZ

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 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
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Raymond James Financial increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 69% in Q1 2026, buying an estimated $4.16M and bringing the position to 386,990 shares worth $10.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2013.

Raymond James Financial first reported a position in IBDZ in Q4 2024 and has held it in 6 quarters since. 119 funds tracked by Wall St. Rank hold IBDZ as of Q1 2026.

  • Raymond James Financial held 386,990 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $10.1M as of Q1 2026.
  • Raymond James Financial bought 157,999 iShares iBonds Dec 2034 Term Corporate ETF shares in Q1 2026, an estimated $4.16M.
  • iShares iBonds Dec 2034 Term Corporate ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2013 holding.
  • Raymond James Financial first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q4 2024 and has held it in 6 quarters since.
  • 119 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q1 2026.

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