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
Q2 		$8.87M Buy
401,755
+76,392
+23% +$1.69M ﹤0.01% 2259
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

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

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

Raymond James Financial increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 23% in Q2 2026, buying an estimated $1.69M and bringing the position to 401,755 shares worth $8.87M. The position accounts for ﹤0.01% of the portfolio, ranked #2259.

Raymond James Financial first reported a position in IBHG in Q4 2024 and has held it in 7 quarters since. 132 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

  • Raymond James Financial held 401,755 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $8.87M as of Q2 2026.
  • Raymond James Financial bought 76,392 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $1.69M.
  • iShares iBonds 2027 Term High Yield and Income ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2259 holding.
  • Raymond James Financial first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 132 funds tracked by Wall St. Rank held iShares iBonds 2027 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.