RJFSA
IBMM

Raymond James Financial Services Advisors’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Raymond James Financial Services Advisors’s Portfolio IBMM Stock Details IBMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$3.74M Sell
143,355
-41,791
-23% -$1.09M 0.01% 1389
2024
Q2 		$4.82M Buy
185,146
+17,303
+10% +$449K 0.01% 1178
2024
Q1 		$4.36M Sell
167,843
-6,852
-4% -$178K 0.01% 1214
2023
Q4 		$4.53M Buy
174,695
+13,201
+8% +$341K 0.01% 1134
2023
Q3 		$4.15M Buy
161,494
+7,770
+5% +$200K 0.01% 1106
2023
Q2 		$3.96M Sell
153,724
-73,465
-32% -$1.89M 0.01% 1147
2023
Q1 		$5.88M Buy
227,189
+49,348
+28% +$1.27M 0.01% 918
2022
Q4 		$4.58M Sell
177,841
-1,779
-1% -$45.6K 0.01% 1000
2022
Q3 		$4.58M Buy
179,620
+28,516
+19% +$739K 0.01% 960
2022
Q2 		$3.93M Sell
151,104
-2,362
-2% -$61K 0.01% 1038
2022
Q1 		$3.99M Sell
153,466
-1,775
-1% -$46.8K 0.01% 1128
2021
Q4 		$4.16M Sell
155,241
-3,883
-2% -$104K 0.01% 1105
2021
Q3 		$4.29M Buy
159,124
+8,332
+6% +$225K 0.01% 1054
2021
Q2 		$4.07M Buy
150,792
+12,374
+9% +$334K 0.01% 1077
2021
Q1 		$3.74M Buy
138,418
+518
+0.4% +$14K 0.01% 1045
2020
Q4 		$3.74M Buy
137,900
+17,038
+14% +$461K 0.01% 965
2020
Q3 		$3.27M Buy
120,862
+1,325
+1% +$35.9K 0.01% 941
2020
Q2 		$3.23M Sell
119,537
-17,653
-13% -$470K 0.01% 897
2020
Q1 		$3.59M Buy
137,190
+27,213
+25% +$719K 0.02% 633
2019
Q4 		$2.91M Buy
109,977
+7,267
+7% +$192K 0.01% 982
2019
Q3 		$2.7M Buy
102,710
+76,133
+286% +$2.01M 0.01% 959
2019
Q2 		$698K Sell
26,577
-2,353
-8% -$61.2K ﹤0.01% 1706
2019
Q1 		$751K Buy
28,930
+6,930
+32% +$178K ﹤0.01% 1632
2018
Q4 		$560K Buy
22,000
+7,000
+47% +$175K ﹤0.01% 1604
2018
Q3 		$375K Buy
+15,000
New +$378K ﹤0.01% 2131

Other funds holding IBMM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial Services Advisors's IBMM Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) stake by 23% in Q3 2024, selling an estimated $1.09M and leaving 143,355 shares worth $3.74M. The position accounts for 0.01% of the portfolio, ranked #1389.

Raymond James Financial Services Advisors first reported a position in IBMM in Q3 2018 and has held it in 25 quarters since. The position peaked at $5.88M in Q1 2023. 156 funds tracked by Wall St. Rank hold IBMM as of Q3 2024.

  • Raymond James Financial Services Advisors held 143,355 shares of iShares iBonds Dec 2024 Term Muni Bond ETF worth $3.74M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 41,791 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q3 2024, an estimated $1.09M.
  • iShares iBonds Dec 2024 Term Muni Bond ETF made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1389 holding.
  • Raymond James Financial Services Advisors first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q3 2018 and has held it in 25 quarters since.
  • Raymond James Financial Services Advisors's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $5.88M in Q1 2023.
  • 156 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.