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
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 $509M AUM 19.25% 1-Year Est. Return
AA
Addison Advisors Middlebury, Vermont $452M AUM 14.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

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

Raymond James Financial opened a new position in iShares iBonds Oct 2026 Term TIPS ETF (IBIC) in Q1 2026: 154,272 shares worth $4M. The stake represents ﹤0.01% of the portfolio and ranks #2775 among its holdings. This is a return to the name: Raymond James Financial previously reported a position in IBIC as recently as Q2 2025.

Raymond James Financial first reported a position in IBIC in Q2 2025 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold IBIC as of Q1 2026.

  • Raymond James Financial held 154,272 shares of iShares iBonds Oct 2026 Term TIPS ETF worth $4M as of Q1 2026.
  • iShares iBonds Oct 2026 Term TIPS ETF was a new Raymond James Financial position in Q1 2026.
  • iShares iBonds Oct 2026 Term TIPS ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2775 holding.
  • Raymond James Financial first reported a position in iShares iBonds Oct 2026 Term TIPS ETF in Q2 2025 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held iShares iBonds Oct 2026 Term TIPS ETF as of Q1 2026.

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