Raymond James Financial
IBTL icon

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
Q2 		$8.99M Buy
445,255
+78,269
+21% +$1.58M ﹤0.01% 2251
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 $617B AUM 30.33% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.49B AUM 22.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Raymond James Financial increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 21% in Q2 2026, buying an estimated $1.58M and bringing the position to 445,255 shares worth $8.99M. The position accounts for ﹤0.01% of the portfolio, ranked #2251.

Raymond James Financial first reported a position in IBTL in Q4 2024 and has held it in 7 quarters since. 133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

  • Raymond James Financial held 445,255 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $8.99M as of Q2 2026.
  • Raymond James Financial bought 78,269 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2026, an estimated $1.58M.
  • iShares iBonds Dec 2031 Term Treasury ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2251 holding.
  • Raymond James Financial first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • 133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

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