Raymond James Financial’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Raymond James Financial’s Portfolio IBTM Stock Details IBTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.1M	Buy	532,804 +5,582	+1%	+$127K	﹤0.01%	1994
2026 Q1	$12.1M	Buy	527,222 +35,269	+7%	+$814K	﹤0.01%	1857
2025 Q4	$11.4M	Buy	491,953 +17,939	+4%	+$416K	﹤0.01%	1851
2025 Q3	$11M	Buy	474,014 +38,071	+9%	+$875K	﹤0.01%	1845
2025 Q2	$10M	Buy	435,943 +12,814	+3%	+$291K	﹤0.01%	1863
2025 Q1	$9.69M	Buy	423,129 +79,981	+23%	+$1.8M	﹤0.01%	1832
2024 Q4	$7.62M	Buy	+343,148	New	+$7.77M	﹤0.01%	2047

Other funds holding IBTM

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

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

Raymond James Financial increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 1.1% in Q2 2026, buying an estimated $127K and bringing the position to 532,804 shares worth $12.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1994.

Raymond James Financial first reported a position in IBTM in Q4 2024 and has held it in 7 quarters since. 105 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

Raymond James Financial held 532,804 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $12.1M as of Q2 2026.
Raymond James Financial bought 5,582 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $127K.
iShares iBonds Dec 2032 Term Treasury ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #1994 holding.
Raymond James Financial first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
105 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

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