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 Q2	$2.19M	Sell	90,891 -2,021	-2%	-$48.8K	﹤0.01%	3426
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

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 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

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return

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

Raymond James Financial reduced its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 2.2% in Q2 2026, selling an estimated $48.8K and leaving 90,891 shares worth $2.19M. The position accounts for ﹤0.01% of the portfolio, ranked #3426.

Raymond James Financial first reported a position in IBTO in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.44M in Q4 2024. 83 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

Raymond James Financial held 90,891 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $2.19M as of Q2 2026.
Raymond James Financial sold 2,021 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2026, an estimated $48.8K.
iShares iBonds Dec 2033 Term Treasury ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3426 holding.
Raymond James Financial first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $2.44M in Q4 2024.
83 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

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