Raymond James Financial
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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
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

KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Raymond James Financial increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 7.2% in Q1 2026, buying an estimated $814K and bringing the position to 527,222 shares worth $12.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1857.

Raymond James Financial first reported a position in IBTM in Q4 2024 and has held it in 6 quarters since. 115 funds tracked by Wall St. Rank hold IBTM as of Q1 2026.

  • Raymond James Financial held 527,222 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $12.1M as of Q1 2026.
  • Raymond James Financial bought 35,269 iShares iBonds Dec 2032 Term Treasury ETF shares in Q1 2026, an estimated $814K.
  • iShares iBonds Dec 2032 Term Treasury ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1857 holding.
  • Raymond James Financial first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2026.

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