Raymond James Financial
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Raymond James Financial’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Raymond James Financial’s Portfolio ISTB Stock Details ISTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$111M Buy
2,289,658
+66,272
+3% +$3.23M 0.03% 473
2025
Q4 		$108M Buy
2,223,386
+110,022
+5% +$5.37M 0.03% 470
2025
Q3 		$103M Buy
2,113,364
+117,977
+6% +$5.74M 0.03% 495
2025
Q2 		$97.1M Sell
1,995,387
-1,475
-0.1% -$71.2K 0.03% 492
2025
Q1 		$96.5M Buy
1,996,862
+96,937
+5% +$4.65M 0.04% 447
2024
Q4 		$90.8M Buy
+1,899,925
New +$91.2M 0.03% 477

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM

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

Raymond James Financial increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 3% in Q1 2026, buying an estimated $3.23M and bringing the position to 2,289,658 shares worth $111M. The position accounts for 0.03% of the portfolio, ranked #473.

Raymond James Financial first reported a position in ISTB in Q4 2024 and has held it in 6 quarters since. 393 funds tracked by Wall St. Rank hold ISTB as of Q1 2026.

  • Raymond James Financial held 2,289,658 shares of iShares Core 1-5 Year USD Bond ETF worth $111M as of Q1 2026.
  • Raymond James Financial bought 66,272 iShares Core 1-5 Year USD Bond ETF shares in Q1 2026, an estimated $3.23M.
  • iShares Core 1-5 Year USD Bond ETF made up 0.03% of Raymond James Financial's portfolio in Q1 2026, its #473 holding.
  • Raymond James Financial first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 393 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2026.

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