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Raymond James & Associates’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Raymond James & Associates’s Portfolio IBMR Stock Details IBMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.28M Buy
50,398
+5,379
+12% +$136K ﹤0.01% 2521
2024
Q2 		$1.12M Buy
45,019
+2,311
+5% +$57.5K ﹤0.01% 2552
2024
Q1 		$1.08M Buy
42,708
+1,338
+3% +$34K ﹤0.01% 2550
2023
Q4 		$1.06M Buy
+41,370
New +$1.01M ﹤0.01% 2479

Other funds holding IBMR

CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Raymond James & Associates increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 12% in Q3 2024, buying an estimated $136K and bringing the position to 50,398 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #2521.

Raymond James & Associates first reported a position in IBMR in Q4 2023 and has held it in 4 quarters since. 56 funds tracked by Wall St. Rank hold IBMR as of Q3 2024.

  • Raymond James & Associates held 50,398 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $1.28M as of Q3 2024.
  • Raymond James & Associates bought 5,379 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q3 2024, an estimated $136K.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2521 holding.
  • Raymond James & Associates first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2023 and has held it in 4 quarters since.
  • 56 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q3 2024.

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