Raymond James Trust’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$214K	Buy	+9,156	New	+$213K	﹤0.01%	1219

Other funds holding IBTF

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

CIA

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

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Raymond James Trust opened a new position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q3 2024: 9,156 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #1219 among its holdings.

271 funds tracked by Wall St. Rank hold IBTF as of Q3 2024.

Raymond James Trust held 9,156 shares of iShares iBonds Dec 2025 Term Treasury ETF worth $214K as of Q3 2024.
iShares iBonds Dec 2025 Term Treasury ETF was a new Raymond James Trust position in Q3 2024.
iShares iBonds Dec 2025 Term Treasury ETF made up ﹤0.01% of Raymond James Trust's portfolio in Q3 2024, its #1219 holding.
271 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q3 2024.

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