Raymond James Financial
IBTQ

Raymond James Financial’s iShares iBonds Dec 2035 Term Treasury ETF IBTQ Stock Holding History

Raymond James Financial’s Portfolio IBTQ Stock Details IBTQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.06M Sell
42,294
-1,025
-2% -$25.7K ﹤0.01% 3956
2026
Q1 		$1.1M Buy
43,319
+4,906
+13% +$125K ﹤0.01% 3783
2025
Q4 		$979K Buy
38,413
+6,166
+19% +$158K ﹤0.01% 3790
2025
Q3 		$823K Buy
32,247
+12,119
+60% +$306K ﹤0.01% 3807
2025
Q2 		$509K Buy
+20,128
New +$503K ﹤0.01% 3998

Other funds holding IBTQ

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AWP
Accretive Wealth Partners Parsippany, New Jersey $412M AUM 15.82% 1-Year Est. Return

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

Raymond James Financial reduced its iShares iBonds Dec 2035 Term Treasury ETF (IBTQ) stake by 2.4% in Q2 2026, selling an estimated $25.7K and leaving 42,294 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #3956.

Raymond James Financial first reported a position in IBTQ in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.1M in Q1 2026. 48 funds tracked by Wall St. Rank hold IBTQ as of Q2 2026.

  • Raymond James Financial held 42,294 shares of iShares iBonds Dec 2035 Term Treasury ETF worth $1.06M as of Q2 2026.
  • Raymond James Financial sold 1,025 iShares iBonds Dec 2035 Term Treasury ETF shares in Q2 2026, an estimated $25.7K.
  • iShares iBonds Dec 2035 Term Treasury ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3956 holding.
  • Raymond James Financial first reported a position in iShares iBonds Dec 2035 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • Raymond James Financial's iShares iBonds Dec 2035 Term Treasury ETF position peaked at $1.1M in Q1 2026.
  • 48 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Treasury ETF as of Q2 2026.

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