RJA
IBMO icon

Raymond James & Associates’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Raymond James & Associates’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$2.79M Buy
108,757
+6,032
+6% +$154K ﹤0.01% 2016
2024
Q2 		$2.6M Buy
102,725
+6,482
+7% +$164K ﹤0.01% 2000
2024
Q1 		$2.44M Buy
96,243
+57
+0.1% +$1.45K ﹤0.01% 2042
2023
Q4 		$2.45M Buy
96,186
+26,187
+37% +$657K ﹤0.01% 1983
2023
Q3 		$1.74M Buy
69,999
+1,282
+2% +$32.1K ﹤0.01% 2105
2023
Q2 		$1.73M Buy
68,717
+14,799
+27% +$374K ﹤0.01% 2151
2023
Q1 		$1.38M Buy
53,918
+4,317
+9% +$110K ﹤0.01% 2257
2022
Q4 		$1.25M Buy
49,601
+14,853
+43% +$370K ﹤0.01% 2304
2022
Q3 		$856K Sell
34,748
-14,443
-29% -$366K ﹤0.01% 2505
2022
Q2 		$1.25M Buy
49,191
+16,047
+48% +$404K ﹤0.01% 2306
2022
Q1 		$845K Sell
33,144
-1,119
-3% -$29.2K ﹤0.01% 2710
2021
Q4 		$921K Buy
34,263
+1,410
+4% +$37.9K ﹤0.01% 2669
2021
Q3 		$883K Buy
32,853
+3,905
+13% +$106K ﹤0.01% 2667
2021
Q2 		$781K Sell
28,948
-498
-2% -$13.4K ﹤0.01% 2759
2021
Q1 		$790K Buy
29,446
+5,154
+21% +$139K ﹤0.01% 2670
2020
Q4 		$658K Sell
24,292
-89
-0.4% -$2.4K ﹤0.01% 2624
2020
Q3 		$656K Buy
24,381
+16,617
+214% +$447K ﹤0.01% 2451
2020
Q2 		$207K Buy
+7,764
New +$204K ﹤0.01% 3113

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Raymond James & Associates increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 5.9% in Q3 2024, buying an estimated $154K and bringing the position to 108,757 shares worth $2.79M. The position accounts for ﹤0.01% of the portfolio, ranked #2016.

Raymond James & Associates first reported a position in IBMO in Q2 2020 and has held it in 18 quarters since. 159 funds tracked by Wall St. Rank hold IBMO as of Q3 2024.

  • Raymond James & Associates held 108,757 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $2.79M as of Q3 2024.
  • Raymond James & Associates bought 6,032 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q3 2024, an estimated $154K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2016 holding.
  • Raymond James & Associates first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2020 and has held it in 18 quarters since.
  • 159 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q3 2024.

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