RJFSA
IBMN

Raymond James Financial Services Advisors’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Raymond James Financial Services Advisors’s Portfolio IBMN Stock Details IBMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$4.43M Sell
166,021
-7,749
-4% -$206K 0.01% 1288
2024
Q2 		$4.6M Buy
173,770
+10,067
+6% +$266K 0.01% 1213
2024
Q1 		$4.33M Buy
163,703
+1,775
+1% +$47K 0.01% 1219
2023
Q4 		$4.3M Buy
161,928
+10,365
+7% +$272K 0.01% 1166
2023
Q3 		$3.95M Buy
151,563
+7,919
+6% +$208K 0.01% 1132
2023
Q2 		$3.78M Sell
143,644
-11,823
-8% -$312K 0.01% 1178
2023
Q1 		$4.14M Sell
155,467
-1,221
-0.8% -$32.3K 0.01% 1087
2022
Q4 		$4.13M Sell
156,688
-10,026
-6% -$262K 0.01% 1068
2022
Q3 		$4.32M Buy
166,714
+25,611
+18% +$680K 0.01% 988
2022
Q2 		$3.76M Buy
141,103
+7,775
+6% +$205K 0.01% 1065
2022
Q1 		$3.56M Sell
133,328
-1,336
-1% -$36.4K 0.01% 1183
2021
Q4 		$3.75M Sell
134,664
-4,244
-3% -$118K 0.01% 1154
2021
Q3 		$3.88M Buy
138,908
+8,147
+6% +$229K 0.01% 1103
2021
Q2 		$3.66M Buy
130,761
+19,865
+18% +$556K 0.01% 1133
2021
Q1 		$3.1M Buy
110,896
+10,781
+11% +$303K 0.01% 1150
2020
Q4 		$2.82M Buy
100,115
+11,645
+13% +$327K 0.01% 1112
2020
Q3 		$2.49M Sell
88,470
-2,045
-2% -$57.5K 0.01% 1062
2020
Q2 		$2.52M Sell
90,515
-5,758
-6% -$158K 0.01% 1007
2020
Q1 		$2.6M Buy
96,273
+76,849
+396% +$2.09M 0.01% 772
2019
Q4 		$528K Buy
19,424
+4,363
+29% +$118K ﹤0.01% 1943
2019
Q3 		$408K Buy
+15,061
New +$409K ﹤0.01% 2032

Other funds holding IBMN

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 $424B AUM 22.96% 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 $1.89B AUM 26.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Raymond James Financial Services Advisors reduced its iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) stake by 4.5% in Q3 2024, selling an estimated $206K and leaving 166,021 shares worth $4.43M. The position accounts for 0.01% of the portfolio, ranked #1288.

Raymond James Financial Services Advisors first reported a position in IBMN in Q3 2019 and has held it in 21 quarters since. The position peaked at $4.6M in Q2 2024. 154 funds tracked by Wall St. Rank hold IBMN as of Q3 2024.

  • Raymond James Financial Services Advisors held 166,021 shares of iShares iBonds Dec 2025 Term Muni Bond ETF worth $4.43M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 7,749 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q3 2024, an estimated $206K.
  • iShares iBonds Dec 2025 Term Muni Bond ETF made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1288 holding.
  • Raymond James Financial Services Advisors first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q3 2019 and has held it in 21 quarters since.
  • Raymond James Financial Services Advisors's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $4.6M in Q2 2024.
  • 154 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 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.