Raymond James Financial
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Raymond James Financial’s iShares iBonds Oct 2028 Term TIPS ETF IBIE Stock Holding History

Raymond James Financial’s Portfolio IBIE Stock Details IBIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.26M Buy
+162,434
New +$4.24M ﹤0.01% 2724
2025
Q3 		– Sell
-3,080
Closed -$80.9K – 5776
2025
Q2 		$80.9K Buy
+3,080
New +$80.3K ﹤0.01% 4972

Other funds holding IBIE

TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
AA
Addison Advisors Middlebury, Vermont $212M AUM 18.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $68.3B AUM 20.5% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
PIM
Penobscot Investment Management Boston, Massachusetts $1.46B AUM 32.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Raymond James Financial opened a new position in iShares iBonds Oct 2028 Term TIPS ETF (IBIE) in Q1 2026: 162,434 shares worth $4.26M. The stake represents ﹤0.01% of the portfolio and ranks #2724 among its holdings. This is a return to the name: Raymond James Financial previously reported a position in IBIE as recently as Q2 2025.

Raymond James Financial first reported a position in IBIE in Q2 2025 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold IBIE as of Q1 2026.

  • Raymond James Financial held 162,434 shares of iShares iBonds Oct 2028 Term TIPS ETF worth $4.26M as of Q1 2026.
  • iShares iBonds Oct 2028 Term TIPS ETF was a new Raymond James Financial position in Q1 2026.
  • iShares iBonds Oct 2028 Term TIPS ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2724 holding.
  • Raymond James Financial first reported a position in iShares iBonds Oct 2028 Term TIPS ETF in Q2 2025 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held iShares iBonds Oct 2028 Term TIPS ETF as of Q1 2026.

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