Raymond James Financial
IBHG icon

Raymond James Financial’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Raymond James Financial’s Portfolio IBHG Stock Details IBHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.2M Buy
325,363
+48,721
+18% +$1.08M ﹤0.01% 2289
2025
Q4 		$6.17M Buy
276,642
+75,809
+38% +$1.69M ﹤0.01% 2342
2025
Q3 		$4.52M Buy
200,833
+1,656
+0.8% +$37.2K ﹤0.01% 2527
2025
Q2 		$4.49M Buy
199,177
+28,989
+17% +$645K ﹤0.01% 2449
2025
Q1 		$3.8M Buy
170,188
+12,067
+8% +$270K ﹤0.01% 2508
2024
Q4 		$3.52M Buy
+158,121
New +$3.54M ﹤0.01% 2560

Other funds holding IBHG

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return