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Raymond James & Associates’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Raymond James & Associates’s Portfolio IBMP Stock Details IBMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.95M Buy
76,500
+6,326
+9% +$160K ﹤0.01% 2245
2024
Q2 		$1.76M Buy
70,174
+5,070
+8% +$127K ﹤0.01% 2240
2024
Q1 		$1.64M Sell
65,104
-1,854
-3% -$46.9K ﹤0.01% 2290
2023
Q4 		$1.7M Buy
66,958
+10,626
+19% +$264K ﹤0.01% 2193
2023
Q3 		$1.38M Buy
56,332
+11,652
+26% +$290K ﹤0.01% 2249
2023
Q2 		$1.12M Buy
44,680
+784
+2% +$19.7K ﹤0.01% 2400
2023
Q1 		$1.12M Buy
43,896
+498
+1% +$12.6K ﹤0.01% 2393
2022
Q4 		$1.09M Buy
43,398
+17,172
+65% +$425K ﹤0.01% 2381
2022
Q3 		$640K Buy
26,226
+1,015
+4% +$25.6K ﹤0.01% 2688
2022
Q2 		$635K Sell
25,211
-463
-2% -$11.6K ﹤0.01% 2757
2022
Q1 		$653K Sell
25,674
-3,250
-11% -$85.1K ﹤0.01% 2894
2021
Q4 		$782K Buy
+28,924
New +$780K ﹤0.01% 2785
2021
Q2 		– Sell
-7,890
Closed -$213K – 4140
2021
Q1 		$213K Sell
7,890
-685
-8% -$18.6K ﹤0.01% 3568
2020
Q4 		$234K Sell
8,575
-62
-0.7% -$1.68K ﹤0.01% 3278
2020
Q3 		$234K Buy
8,637
+911
+12% +$24.7K ﹤0.01% 3104
2020
Q2 		$207K Buy
+7,726
New +$204K ﹤0.01% 3114

Other funds holding IBMP

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Raymond James & Associates increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 9% in Q3 2024, buying an estimated $160K and bringing the position to 76,500 shares worth $1.95M. The position accounts for ﹤0.01% of the portfolio, ranked #2245.

Raymond James & Associates first reported a position in IBMP in Q2 2020 and has held it in 16 quarters since. 134 funds tracked by Wall St. Rank hold IBMP as of Q3 2024.

  • Raymond James & Associates held 76,500 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $1.95M as of Q3 2024.
  • Raymond James & Associates bought 6,326 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q3 2024, an estimated $160K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2245 holding.
  • Raymond James & Associates first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q2 2020 and has held it in 16 quarters since.
  • 134 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q3 2024.

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