Raymond James Financial
IBTH icon

Raymond James Financial’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Raymond James Financial’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$42M Buy
1,874,584
+140,149
+8% +$3.15M 0.01% 968
2025
Q4 		$39M Buy
1,734,435
+517,603
+43% +$11.6M 0.01% 983
2025
Q3 		$27.4M Buy
1,216,832
+102,624
+9% +$2.3M 0.01% 1197
2025
Q2 		$25.1M Buy
1,114,208
+132,413
+13% +$2.97M 0.01% 1197
2025
Q1 		$22M Buy
981,795
+66,730
+7% +$1.49M 0.01% 1233
2024
Q4 		$20.3M Buy
+915,065
New +$20.4M 0.01% 1304

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Raymond James Financial increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 8.1% in Q1 2026, buying an estimated $3.15M and bringing the position to 1,874,584 shares worth $42M. The position accounts for 0.01% of the portfolio, ranked #968.

Raymond James Financial first reported a position in IBTH in Q4 2024 and has held it in 6 quarters since. 312 funds tracked by Wall St. Rank hold IBTH as of Q1 2026.

  • Raymond James Financial held 1,874,584 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $42M as of Q1 2026.
  • Raymond James Financial bought 140,149 iShares iBonds Dec 2027 Term Treasury ETF shares in Q1 2026, an estimated $3.15M.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #968 holding.
  • Raymond James Financial first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
  • 312 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q1 2026.

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