Raymond James Financial
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Raymond James Financial’s iShares iBonds Oct 2026 Term TIPS ETF IBIC Stock Holding History

Raymond James Financial’s Portfolio IBIC Stock Details IBIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.1M Buy
503,540
+349,268
+226% +$9.09M ﹤0.01% 1914
2026
Q1 		$4M Buy
+154,272
New +$3.97M ﹤0.01% 2775
2025
Q3 		– Sell
-540
Closed -$14K – 5774
2025
Q2 		$14K Buy
+540
New +$14K ﹤0.01% 5756

Other funds holding IBIC

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AA
Addison Advisors Middlebury, Vermont $212M AUM 18.02% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CFA
Collaborative Fund Advisors Reno, Nevada $172M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Raymond James Financial increased its iShares iBonds Oct 2026 Term TIPS ETF (IBIC) stake by 226% in Q2 2026, buying an estimated $9.09M and bringing the position to 503,540 shares worth $13.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1914.

Raymond James Financial first reported a position in IBIC in Q2 2025 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold IBIC as of Q2 2026.

  • Raymond James Financial held 503,540 shares of iShares iBonds Oct 2026 Term TIPS ETF worth $13.1M as of Q2 2026.
  • Raymond James Financial bought 349,268 iShares iBonds Oct 2026 Term TIPS ETF shares in Q2 2026, an estimated $9.09M.
  • iShares iBonds Oct 2026 Term TIPS ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #1914 holding.
  • Raymond James Financial first reported a position in iShares iBonds Oct 2026 Term TIPS ETF in Q2 2025 and has held it in 3 quarters since.
  • 31 funds tracked by Wall St. Rank held iShares iBonds Oct 2026 Term TIPS ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.