Raymond James Financial Services Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $7.34M | Buy |
286,104
+7,668
| +3% | +$197K | 0.01% | 1022 |
|
|
2024
Q2 | $7.05M | Buy |
278,436
+22,907
| +9% | +$580K | 0.01% | 992 |
|
|
2024
Q1 | $6.48M | Buy |
255,529
+48,672
| +24% | +$1.23M | 0.01% | 999 |
|
|
2023
Q4 | $5.28M | Buy |
206,857
+5,988
| +3% | +$153K | 0.01% | 1060 |
|
|
2023
Q3 | $4.98M | Buy |
200,869
+15,150
| +8% | +$376K | 0.01% | 1010 |
|
|
2023
Q2 | $4.68M | Buy |
185,719
+43,021
| +30% | +$1.08M | 0.01% | 1046 |
|
|
2023
Q1 | $3.64M | Buy |
142,698
+5,501
| +4% | +$140K | 0.01% | 1151 |
|
|
2022
Q4 | $3.46M | Sell |
137,197
-30,605
| -18% | -$772K | 0.01% | 1153 |
|
|
2022
Q3 | $4.13M | Buy |
167,802
+32,064
| +24% | +$790K | 0.01% | 1008 |
|
|
2022
Q2 | $3.44M | Buy |
135,738
+4,546
| +3% | +$115K | 0.01% | 1119 |
|
|
2022
Q1 | $3.35M | Buy |
131,192
+360
| +0.3% | +$9.18K | 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% | +$347K | 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% | +$467K | ﹤0.01% | 1915 |
|
|
2020
Q4 | $444K | Buy |
16,392
+3,653
| +29% | +$98.9K | ﹤0.01% | 2216 |
|
|
2020
Q3 | $343K | Buy |
12,739
+379
| +3% | +$10.2K | ﹤0.01% | 2207 |
|
|
2020
Q2 | $330K | Buy |
12,360
+946
| +8% | +$25.3K | ﹤0.01% | 2171 |
|
|
2020
Q1 | $294K | Buy |
+11,414
| New | +$294K | ﹤0.01% | 1854 |
|