Raymond James Financial
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Raymond James Financial’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Raymond James Financial’s Portfolio IBTL Stock Details IBTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.49M Sell
366,986
-7,940
-2% -$163K ﹤0.01% 2255
2025
Q4 		$7.7M Buy
374,926
+316,027
+537% +$6.51M ﹤0.01% 2176
2025
Q3 		$1.21M Buy
58,899
+2,567
+5% +$52.5K ﹤0.01% 3556
2025
Q2 		$1.15M Buy
56,332
+4,095
+8% +$82.9K ﹤0.01% 3479
2025
Q1 		$1.06M Sell
52,237
-4,406
-8% -$88K ﹤0.01% 3444
2024
Q4 		$1.12M Buy
+56,643
New +$1.14M ﹤0.01% 3376

Other funds holding IBTL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.32B AUM 22.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Raymond James Financial reduced its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 2.1% in Q1 2026, selling an estimated $163K and leaving 366,986 shares worth $7.49M. The position accounts for ﹤0.01% of the portfolio, ranked #2255.

Raymond James Financial first reported a position in IBTL in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.7M in Q4 2025. 128 funds tracked by Wall St. Rank hold IBTL as of Q1 2026.

  • Raymond James Financial held 366,986 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $7.49M as of Q1 2026.
  • Raymond James Financial sold 7,940 iShares iBonds Dec 2031 Term Treasury ETF shares in Q1 2026, an estimated $163K.
  • iShares iBonds Dec 2031 Term Treasury ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2255 holding.
  • Raymond James Financial first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $7.7M in Q4 2025.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q1 2026.

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