Raymond James Trust’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Raymond James Trust’s Portfolio IBDU Stock Details IBDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$226K	Buy	+9,611	New	+$223K	﹤0.01%	1191

Other funds holding IBDU

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.62B AUM 18.92% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Raymond James Trust's IBDU Position: Q3 2024 in Review

Raymond James Trust opened a new position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q3 2024: 9,611 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #1191 among its holdings.

225 funds tracked by Wall St. Rank hold IBDU as of Q3 2024.

Raymond James Trust held 9,611 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $226K as of Q3 2024.
iShares iBonds Dec 2029 Term Corporate ETF was a new Raymond James Trust position in Q3 2024.
iShares iBonds Dec 2029 Term Corporate ETF made up ﹤0.01% of Raymond James Trust's portfolio in Q3 2024, its #1191 holding.
225 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.