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
Q2 		$14.9M Sell
658,086
-6,437
-1% -$146K ﹤0.01% 1798
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 $1.89T AUM 35.08% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $279M AUM 18.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Raymond James Financial reduced its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 0.97% in Q2 2026, selling an estimated $146K and leaving 658,086 shares worth $14.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1798.

Raymond James Financial first reported a position in IBHF in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.8M in Q4 2025. 174 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

  • Raymond James Financial held 658,086 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $14.9M as of Q2 2026.
  • Raymond James Financial sold 6,437 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $146K.
  • iShares iBonds 2026 Term High Yield and Income ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #1798 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 7 quarters since.
  • Raymond James Financial's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $16.8M in Q4 2025.
  • 174 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

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