RJA
IBMR icon

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 $10.9B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $1.37T AUM 24.88% 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 $464M AUM 47.68% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return