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RJA
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
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$1.37T AUM
24.88%
1-Year Est. Return
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$67.6B AUM
18.3%
1-Year Est. Return
Envestnet Asset Management
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$374B AUM
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1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
CA
Clearstead Advisors
Cleveland, Ohio
$9.79B AUM
18.41%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
US Bancorp
Minneapolis, Minnesota
$82.4B AUM
19.69%
1-Year Est. Return
KCM
Kathmere Capital Management
Wayne, Pennsylvania
$1.61B AUM
17.7%
1-Year Est. Return
NA
NewEdge Advisors
New Orleans, Louisiana
$27.7B AUM
22.98%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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