Raymond James Financial
IBHI icon

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
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 $1.64B AUM 15.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return