Raymond James Financial
IBTP

Raymond James Financial’s iShares iBonds Dec 2034 Term Treasury ETF IBTP Stock Holding History

Raymond James Financial’s Portfolio IBTP Stock Details IBTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.04M Buy
80,546
+5,557
+7% +$141K ﹤0.01% 3458
2026
Q1 		$1.92M Buy
74,989
+45,308
+153% +$1.17M ﹤0.01% 3391
2025
Q4 		$766K Buy
29,681
+2,383
+9% +$61.9K ﹤0.01% 3967
2025
Q3 		$707K Buy
27,298
+9,577
+54% +$246K ﹤0.01% 3901
2025
Q2 		$456K Buy
17,721
+4,544
+34% +$115K ﹤0.01% 4067
2025
Q1 		$338K Buy
+13,177
New +$331K ﹤0.01% 4146

Other funds holding IBTP

AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $163M AUM 19.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

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

Raymond James Financial increased its iShares iBonds Dec 2034 Term Treasury ETF (IBTP) stake by 7.4% in Q2 2026, buying an estimated $141K and bringing the position to 80,546 shares worth $2.04M. The position accounts for ﹤0.01% of the portfolio, ranked #3458.

Raymond James Financial first reported a position in IBTP in Q1 2025 and has held it in 6 quarters since. 63 funds tracked by Wall St. Rank hold IBTP as of Q2 2026.

  • Raymond James Financial held 80,546 shares of iShares iBonds Dec 2034 Term Treasury ETF worth $2.04M as of Q2 2026.
  • Raymond James Financial bought 5,557 iShares iBonds Dec 2034 Term Treasury ETF shares in Q2 2026, an estimated $141K.
  • iShares iBonds Dec 2034 Term Treasury ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3458 holding.
  • Raymond James Financial first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • 63 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q2 2026.

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