Raymond James Financial
IBID icon

Raymond James Financial’s iShares iBonds Oct 2027 Term TIPS ETF IBID Stock Holding History

Raymond James Financial’s Portfolio IBID Stock Details IBID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.2M Buy
540,076
+376,722
+231% +$9.88M ﹤0.01% 1838
2026
Q1 		$4.27M Buy
+163,354
New +$4.24M ﹤0.01% 2722
2025
Q3 		– Sell
-3,690
Closed -$96.7K – 5775
2025
Q2 		$96.7K Buy
+3,690
New +$96.3K ﹤0.01% 4890

Other funds holding IBID

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AA
Addison Advisors Middlebury, Vermont $212M AUM 18.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 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 IBID Position: Q2 2026 in Review

Raymond James Financial increased its iShares iBonds Oct 2027 Term TIPS ETF (IBID) stake by 231% in Q2 2026, buying an estimated $9.88M and bringing the position to 540,076 shares worth $14.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1838.

Raymond James Financial first reported a position in IBID in Q2 2025 and has held it in 3 quarters since. 33 funds tracked by Wall St. Rank hold IBID as of Q2 2026.

  • Raymond James Financial held 540,076 shares of iShares iBonds Oct 2027 Term TIPS ETF worth $14.2M as of Q2 2026.
  • Raymond James Financial bought 376,722 iShares iBonds Oct 2027 Term TIPS ETF shares in Q2 2026, an estimated $9.88M.
  • iShares iBonds Oct 2027 Term TIPS ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #1838 holding.
  • Raymond James Financial first reported a position in iShares iBonds Oct 2027 Term TIPS ETF in Q2 2025 and has held it in 3 quarters since.
  • 33 funds tracked by Wall St. Rank held iShares iBonds Oct 2027 Term TIPS ETF as of Q2 2026.

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