Raymond James Financial
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Raymond James Financial’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Raymond James Financial’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$43.4M Buy
1,947,621
+86,455
+5% +$1.93M 0.01% 946
2025
Q4 		$41.6M Buy
1,861,166
+352,203
+23% +$7.89M 0.01% 930
2025
Q3 		$33.8M Buy
1,508,963
+149,272
+11% +$3.33M 0.01% 1046
2025
Q2 		$30.4M Buy
1,359,691
+150,086
+12% +$3.34M 0.01% 1078
2025
Q1 		$26.9M Sell
1,209,605
-107,837
-8% -$2.37M 0.01% 1091
2024
Q4 		$28.9M Buy
+1,317,442
New +$29M 0.01% 1062

Other funds holding IBTI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Raymond James Financial increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 4.6% in Q1 2026, buying an estimated $1.93M and bringing the position to 1,947,621 shares worth $43.4M. The position accounts for 0.01% of the portfolio, ranked #946.

Raymond James Financial first reported a position in IBTI in Q4 2024 and has held it in 6 quarters since. 250 funds tracked by Wall St. Rank hold IBTI as of Q1 2026.

  • Raymond James Financial held 1,947,621 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $43.4M as of Q1 2026.
  • Raymond James Financial bought 86,455 iShares iBonds Dec 2028 Term Treasury ETF shares in Q1 2026, an estimated $1.93M.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #946 holding.
  • Raymond James Financial first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
  • 250 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2026.

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