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
Q2 		$13.5M Buy
512,385
+349,951
+215% +$9.22M ﹤0.01% 1884
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
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
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
SRPTWM
Split Rock Private Trading & Wealth Management Cloquet, Minnesota $146M AUM
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
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

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

Raymond James Financial increased its iShares iBonds Oct 2028 Term TIPS ETF (IBIE) stake by 215% in Q2 2026, buying an estimated $9.22M and bringing the position to 512,385 shares worth $13.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1884.

Raymond James Financial first reported a position in IBIE in Q2 2025 and has held it in 3 quarters since. 37 funds tracked by Wall St. Rank hold IBIE as of Q2 2026.

  • Raymond James Financial held 512,385 shares of iShares iBonds Oct 2028 Term TIPS ETF worth $13.5M as of Q2 2026.
  • Raymond James Financial bought 349,951 iShares iBonds Oct 2028 Term TIPS ETF shares in Q2 2026, an estimated $9.22M.
  • iShares iBonds Oct 2028 Term TIPS ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #1884 holding.
  • Raymond James Financial first reported a position in iShares iBonds Oct 2028 Term TIPS ETF in Q2 2025 and has held it in 3 quarters since.
  • 37 funds tracked by Wall St. Rank held iShares iBonds Oct 2028 Term TIPS ETF as of Q2 2026.

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