Raymond James Financial
IBHJ icon

Raymond James Financial’s iShares iBonds 2030 Term High Yield and Income ETF IBHJ Stock Holding History

Raymond James Financial’s Portfolio IBHJ Stock Details IBHJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$461K Buy
17,578
+478
+3% +$12.7K ﹤0.01% 4400
2025
Q4 		$455K Buy
17,100
+4,045
+31% +$107K ﹤0.01% 4331
2025
Q3 		$350K Sell
13,055
-2,087
-14% -$55.4K ﹤0.01% 4320
2025
Q2 		$403K Buy
15,142
+2,520
+20% +$65.6K ﹤0.01% 4131
2025
Q1 		$329K Buy
12,622
+267
+2% +$7.02K ﹤0.01% 4161
2024
Q4 		$322K Buy
+12,355
New +$327K ﹤0.01% 4147

Other funds holding IBHJ

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $374M AUM 22.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Raymond James Financial's IBHJ Position: Q1 2026 in Review

Raymond James Financial increased its iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) stake by 2.8% in Q1 2026, buying an estimated $12.7K and bringing the position to 17,578 shares worth $461K. The position accounts for ﹤0.01% of the portfolio, ranked #4400.

Raymond James Financial first reported a position in IBHJ in Q4 2024 and has held it in 6 quarters since. 48 funds tracked by Wall St. Rank hold IBHJ as of Q1 2026.

  • Raymond James Financial held 17,578 shares of iShares iBonds 2030 Term High Yield and Income ETF worth $461K as of Q1 2026.
  • Raymond James Financial bought 478 iShares iBonds 2030 Term High Yield and Income ETF shares in Q1 2026, an estimated $12.7K.
  • iShares iBonds 2030 Term High Yield and Income ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4400 holding.
  • Raymond James Financial first reported a position in iShares iBonds 2030 Term High Yield and Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 48 funds tracked by Wall St. Rank held iShares iBonds 2030 Term High Yield and Income ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.