Raymond James Financial
IBTJ icon

Raymond James Financial’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Raymond James Financial’s Portfolio IBTJ Stock Details IBTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31.1M Sell
1,434,792
-136,741
-9% -$2.97M 0.01% 1252
2026
Q1 		$34.3M Buy
1,571,533
+69,676
+5% +$1.53M 0.01% 1098
2025
Q4 		$33M Buy
1,501,857
+531,273
+55% +$11.7M 0.01% 1099
2025
Q3 		$21.3M Sell
970,584
-49,549
-5% -$1.08M 0.01% 1368
2025
Q2 		$22.4M Buy
1,020,133
+165,261
+19% +$3.59M 0.01% 1287
2025
Q1 		$18.6M Buy
854,872
+21,662
+3% +$465K 0.01% 1366
2024
Q4 		$17.8M Buy
+833,210
New +$18M 0.01% 1417

Other funds holding IBTJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

Raymond James Financial reduced its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 8.7% in Q2 2026, selling an estimated $2.97M and leaving 1,434,792 shares worth $31.1M. The position accounts for 0.01% of the portfolio, ranked #1252.

Raymond James Financial first reported a position in IBTJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $34.3M in Q1 2026. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

  • Raymond James Financial held 1,434,792 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $31.1M as of Q2 2026.
  • Raymond James Financial sold 136,741 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $2.97M.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1252 holding.
  • Raymond James Financial first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $34.3M in Q1 2026.
  • 213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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