Raymond James Financial
IBHF icon

Raymond James Financial’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Raymond James Financial’s Portfolio IBHF Stock Details IBHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.3M Sell
664,523
-64,845
-9% -$1.49M ﹤0.01% 1662
2025
Q4 		$16.8M Buy
729,368
+87,151
+14% +$2.02M 0.01% 1565
2025
Q3 		$15M Buy
642,217
+73,255
+13% +$1.7M ﹤0.01% 1620
2025
Q2 		$13.2M Buy
568,962
+115,567
+25% +$2.67M ﹤0.01% 1663
2025
Q1 		$10.5M Buy
453,395
+110,008
+32% +$2.56M ﹤0.01% 1776
2024
Q4 		$7.95M Buy
+343,387
New +$7.98M ﹤0.01% 2016

Other funds holding IBHF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Raymond James Financial reduced its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 8.9% in Q1 2026, selling an estimated $1.49M and leaving 664,523 shares worth $15.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1662.

Raymond James Financial first reported a position in IBHF in Q4 2024 and has held it in 6 quarters since. The position peaked at $16.8M in Q4 2025. 181 funds tracked by Wall St. Rank hold IBHF as of Q1 2026.

  • Raymond James Financial held 664,523 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $15.3M as of Q1 2026.
  • Raymond James Financial sold 64,845 iShares iBonds 2026 Term High Yield and Income ETF shares in Q1 2026, an estimated $1.49M.
  • iShares iBonds 2026 Term High Yield and Income ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1662 holding.
  • Raymond James Financial first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $16.8M in Q4 2025.
  • 181 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q1 2026.

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