RJA
IBMN

Raymond James & Associates’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Raymond James & Associates’s Portfolio IBMN Stock Details IBMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$3.15M Sell
118,214
-37,379
-24% -$994K ﹤0.01% 1942
2024
Q2 		$4.12M Buy
155,593
+4,054
+3% +$107K ﹤0.01% 1722
2024
Q1 		$4.01M Buy
151,539
+13,422
+10% +$355K ﹤0.01% 1741
2023
Q4 		$3.67M Buy
138,117
+34,558
+33% +$908K ﹤0.01% 1726
2023
Q3 		$2.7M Buy
103,559
+1,898
+2% +$49.9K ﹤0.01% 1835
2023
Q2 		$2.68M Buy
101,661
+10,914
+12% +$288K ﹤0.01% 1879
2023
Q1 		$2.41M Buy
90,747
+15,460
+21% +$409K ﹤0.01% 1919
2022
Q4 		$1.99M Buy
75,287
+19,129
+34% +$501K ﹤0.01% 1994
2022
Q3 		$1.46M Sell
56,158
-10,169
-15% -$270K ﹤0.01% 2171
2022
Q2 		$1.77M Buy
66,327
+30,556
+85% +$808K ﹤0.01% 2060
2022
Q1 		$954K Sell
35,771
-1,091
-3% -$29.7K ﹤0.01% 2629
2021
Q4 		$1.03M Buy
36,862
+1,135
+3% +$31.6K ﹤0.01% 2604
2021
Q3 		$999K Buy
35,727
+4,523
+14% +$127K ﹤0.01% 2588
2021
Q2 		$874K Sell
31,204
-795
-2% -$22.3K ﹤0.01% 2690
2021
Q1 		$894K Buy
31,999
+4,476
+16% +$126K ﹤0.01% 2584
2020
Q4 		$775K Sell
27,523
-196
-0.7% -$5.51K ﹤0.01% 2511
2020
Q3 		$779K Buy
27,719
+4,891
+21% +$137K ﹤0.01% 2334
2020
Q2 		$636K Buy
22,828
+2,493
+12% +$68.5K ﹤0.01% 2438
2020
Q1 		$550K Buy
20,335
+4,694
+30% +$128K ﹤0.01% 2359
2019
Q4 		$425K Buy
15,641
+4,367
+39% +$118K ﹤0.01% 2845
2019
Q3 		$305K Buy
+11,274
New +$306K ﹤0.01% 3000

Other funds holding IBMN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James & Associates's IBMN Position: Q3 2024 in Review

Raymond James & Associates reduced its iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) stake by 24% in Q3 2024, selling an estimated $994K and leaving 118,214 shares worth $3.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1942.

Raymond James & Associates first reported a position in IBMN in Q3 2019 and has held it in 21 quarters since. The position peaked at $4.12M in Q2 2024. 154 funds tracked by Wall St. Rank hold IBMN as of Q3 2024.

  • Raymond James & Associates held 118,214 shares of iShares iBonds Dec 2025 Term Muni Bond ETF worth $3.15M as of Q3 2024.
  • Raymond James & Associates sold 37,379 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q3 2024, an estimated $994K.
  • iShares iBonds Dec 2025 Term Muni Bond ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1942 holding.
  • Raymond James & Associates first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q3 2019 and has held it in 21 quarters since.
  • Raymond James & Associates's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $4.12M in Q2 2024.
  • 154 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.