Raymond James Financial Services Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Raymond James Financial Services Advisors’s Portfolio IBMO Stock Details IBMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$7.34M	Buy	286,104 +7,668	+3%	+$196K	0.01%	1023
2024 Q2	$7.05M	Buy	278,436 +22,907	+9%	+$578K	0.01%	993
2024 Q1	$6.48M	Buy	255,529 +48,672	+24%	+$1.24M	0.01%	1000
2023 Q4	$5.28M	Buy	206,857 +5,988	+3%	+$150K	0.01%	1061
2023 Q3	$4.98M	Buy	200,869 +15,150	+8%	+$380K	0.01%	1010
2023 Q2	$4.68M	Buy	185,719 +43,021	+30%	+$1.09M	0.01%	1047
2023 Q1	$3.64M	Buy	142,698 +5,501	+4%	+$140K	0.01%	1152
2022 Q4	$3.46M	Sell	137,197 -30,605	-18%	-$763K	0.01%	1153
2022 Q3	$4.13M	Buy	167,802 +32,064	+24%	+$813K	0.01%	1009
2022 Q2	$3.44M	Buy	135,738 +4,546	+3%	+$114K	0.01%	1120
2022 Q1	$3.35M	Buy	131,192 +360	+0.3%	+$9.41K	0.01%	1214
2021 Q4	$3.52M	Buy	130,832 +483	+0.4%	+$13K	0.01%	1197
2021 Q3	$3.5M	Buy	130,349 +12,926	+11%	+$350K	0.01%	1163
2021 Q2	$3.17M	Buy	117,423 +83,605	+247%	+$2.25M	0.01%	1213
2021 Q1	$907K	Buy	33,818 +17,426	+106%	+$470K	﹤0.01%	1915
2020 Q4	$444K	Buy	16,392 +3,653	+29%	+$98.5K	﹤0.01%	2218
2020 Q3	$343K	Buy	12,739 +379	+3%	+$10.2K	﹤0.01%	2212
2020 Q2	$330K	Buy	12,360 +946	+8%	+$24.8K	﹤0.01%	2175
2020 Q1	$294K	Buy	+11,414	New	+$297K	﹤0.01%	1860

Other funds holding IBMO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Raymond James Financial Services Advisors increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 2.8% in Q3 2024, buying an estimated $196K and bringing the position to 286,104 shares worth $7.34M. The position accounts for 0.01% of the portfolio, ranked #1023.

Raymond James Financial Services Advisors first reported a position in IBMO in Q1 2020 and has held it in 19 quarters since. 159 funds tracked by Wall St. Rank hold IBMO as of Q3 2024.

Raymond James Financial Services Advisors held 286,104 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $7.34M as of Q3 2024.
Raymond James Financial Services Advisors bought 7,668 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q3 2024, an estimated $196K.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1023 holding.
Raymond James Financial Services Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2020 and has held it in 19 quarters since.
159 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 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.