Raymond James Financial’s iShares iBonds Dec 2055 Term Treasury ETF IBGL Stock Holding History

Raymond James Financial’s Portfolio IBGL Stock Details IBGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$227K	Sell	9,462 -1,760	-16%	-$42K	﹤0.01%	4974
2026 Q1	$271K	Buy	11,222 +1,871	+20%	+$45.7K	﹤0.01%	4712
2025 Q4	$227K	Buy	+9,351	New	+$232K	﹤0.01%	4734
2025 Q3	–	Sell	-651	Closed	-$16K	–	7011
2025 Q2	$16K	Buy	+651	New	+$15.9K	﹤0.01%	5697

Other funds holding IBGL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Raymond James Financial reduced its iShares iBonds Dec 2055 Term Treasury ETF (IBGL) stake by 16% in Q2 2026, selling an estimated $42K and leaving 9,462 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #4974.

Raymond James Financial first reported a position in IBGL in Q2 2025 and has held it in 4 quarters since. The position peaked at $271K in Q1 2026. 6 funds tracked by Wall St. Rank hold IBGL as of Q2 2026.

Raymond James Financial held 9,462 shares of iShares iBonds Dec 2055 Term Treasury ETF worth $227K as of Q2 2026.
Raymond James Financial sold 1,760 iShares iBonds Dec 2055 Term Treasury ETF shares in Q2 2026, an estimated $42K.
iShares iBonds Dec 2055 Term Treasury ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4974 holding.
Raymond James Financial first reported a position in iShares iBonds Dec 2055 Term Treasury ETF in Q2 2025 and has held it in 4 quarters since.
Raymond James Financial's iShares iBonds Dec 2055 Term Treasury ETF position peaked at $271K in Q1 2026.
6 funds tracked by Wall St. Rank held iShares iBonds Dec 2055 Term Treasury ETF as of Q2 2026.

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