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 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 $5.72T AUM 30.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Raymond James Financial increased its iShares iBonds Dec 2055 Term Treasury ETF (IBGL) stake by 20% in Q1 2026, buying an estimated $45.7K and bringing the position to 11,222 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #4712.

Raymond James Financial first reported a position in IBGL in Q2 2025 and has held it in 3 quarters since. 4 funds tracked by Wall St. Rank hold IBGL as of Q1 2026.

Raymond James Financial held 11,222 shares of iShares iBonds Dec 2055 Term Treasury ETF worth $271K as of Q1 2026.
Raymond James Financial bought 1,871 iShares iBonds Dec 2055 Term Treasury ETF shares in Q1 2026, an estimated $45.7K.
iShares iBonds Dec 2055 Term Treasury ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4712 holding.
Raymond James Financial first reported a position in iShares iBonds Dec 2055 Term Treasury ETF in Q2 2025 and has held it in 3 quarters since.
4 funds tracked by Wall St. Rank held iShares iBonds Dec 2055 Term Treasury ETF as of Q1 2026.

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