Raymond James Financial
IBHK

Raymond James Financial’s iShares iBonds 2031 Term High Yield and Income ETF IBHK Stock Holding History

Raymond James Financial’s Portfolio IBHK Stock Details IBHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$239K Buy
9,410
+432
+5% +$11.1K ﹤0.01% 4789
2025
Q4 		$232K Buy
8,978
+465
+5% +$12K ﹤0.01% 4716
2025
Q3 		$222K Buy
8,513
+3,574
+72% +$92.5K ﹤0.01% 4574
2025
Q2 		$128K Buy
+4,939
New +$125K ﹤0.01% 4738

Other funds holding IBHK

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
KTM
Keeler Thomas Management Orem, Utah $282M AUM 12.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $320M AUM 21.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

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

Raymond James Financial increased its iShares iBonds 2031 Term High Yield and Income ETF (IBHK) stake by 4.8% in Q1 2026, buying an estimated $11.1K and bringing the position to 9,410 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #4789.

Raymond James Financial first reported a position in IBHK in Q2 2025 and has held it in 4 quarters since. 33 funds tracked by Wall St. Rank hold IBHK as of Q1 2026.

  • Raymond James Financial held 9,410 shares of iShares iBonds 2031 Term High Yield and Income ETF worth $239K as of Q1 2026.
  • Raymond James Financial bought 432 iShares iBonds 2031 Term High Yield and Income ETF shares in Q1 2026, an estimated $11.1K.
  • iShares iBonds 2031 Term High Yield and Income ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4789 holding.
  • Raymond James Financial first reported a position in iShares iBonds 2031 Term High Yield and Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 33 funds tracked by Wall St. Rank held iShares iBonds 2031 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.