Raymond James Financial’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Raymond James Financial’s Portfolio IBHI Stock Details IBHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.57M	Buy	152,594 +8,301	+6%	+$194K	﹤0.01%	3015
2026 Q1	$3.36M	Buy	144,293 +52,493	+57%	+$1.23M	﹤0.01%	2925
2025 Q4	$2.17M	Buy	91,800 +17,514	+24%	+$414K	﹤0.01%	3214
2025 Q3	$1.77M	Sell	74,286 -2,084	-3%	-$49.3K	﹤0.01%	3256
2025 Q2	$1.81M	Sell	76,370 -32,331	-30%	-$747K	﹤0.01%	3159
2025 Q1	$2.52M	Buy	108,701 +25,112	+30%	+$591K	﹤0.01%	2831
2024 Q4	$1.96M	Buy	+83,589	New	+$1.98M	﹤0.01%	2986

Other funds holding IBHI

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

Scissortail Wealth Management Tulsa, Oklahoma $520M AUM 21.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Raymond James Financial increased its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 5.8% in Q2 2026, buying an estimated $194K and bringing the position to 152,594 shares worth $3.57M. The position accounts for ﹤0.01% of the portfolio, ranked #3015.

Raymond James Financial first reported a position in IBHI in Q4 2024 and has held it in 7 quarters since. 93 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

Raymond James Financial held 152,594 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $3.57M as of Q2 2026.
Raymond James Financial bought 8,301 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2026, an estimated $194K.
iShares iBonds 2029 Term High Yield and Income ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3015 holding.
Raymond James Financial first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q4 2024 and has held it in 7 quarters since.
93 funds tracked by Wall St. Rank held iShares iBonds 2029 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.