Raymond James Financial
IBTO icon

Raymond James Financial’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Raymond James Financial’s Portfolio IBTO Stock Details IBTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.27M Buy
92,912
+1,666
+2% +$40.9K ﹤0.01% 3261
2025
Q4 		$2.24M Buy
91,246
+17,089
+23% +$422K ﹤0.01% 3183
2025
Q3 		$1.83M Buy
74,157
+15,207
+26% +$372K ﹤0.01% 3236
2025
Q2 		$1.44M Sell
58,950
-414
-0.7% -$10K ﹤0.01% 3323
2025
Q1 		$1.45M Sell
59,364
-43,775
-42% -$1.05M ﹤0.01% 3223
2024
Q4 		$2.44M Buy
+103,139
New +$2.49M ﹤0.01% 2827

Other funds holding IBTO

GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Raymond James Financial increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 1.8% in Q1 2026, buying an estimated $40.9K and bringing the position to 92,912 shares worth $2.27M. The position accounts for ﹤0.01% of the portfolio, ranked #3261.

Raymond James Financial first reported a position in IBTO in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.44M in Q4 2024. 84 funds tracked by Wall St. Rank hold IBTO as of Q1 2026.

  • Raymond James Financial held 92,912 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $2.27M as of Q1 2026.
  • Raymond James Financial bought 1,666 iShares iBonds Dec 2033 Term Treasury ETF shares in Q1 2026, an estimated $40.9K.
  • iShares iBonds Dec 2033 Term Treasury ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3261 holding.
  • Raymond James Financial first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $2.44M in Q4 2024.
  • 84 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2026.

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