Raymond James Financial Services Advisors’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$9.32M	Buy	366,119 +2,948	+0.8%	+$74.5K	0.01%	901
2024 Q2	$9.08M	Buy	363,171 +14,198	+4%	+$355K	0.01%	872
2024 Q1	$8.78M	Buy	348,973 +6,923	+2%	+$175K	0.01%	867
2023 Q4	$8.69M	Buy	342,050 +13,183	+4%	+$328K	0.01%	814
2023 Q3	$8.05M	Buy	328,867 +22,009	+7%	+$548K	0.01%	796
2023 Q2	$7.69M	Buy	306,858 +16,776	+6%	+$422K	0.01%	818
2023 Q1	$7.39M	Buy	290,082 +11,093	+4%	+$281K	0.01%	827
2022 Q4	$7M	Buy	278,989 +107,032	+62%	+$2.65M	0.01%	819
2022 Q3	$4.19M	Buy	171,957 +158,178	+1,148%	+$3.99M	0.01%	998
2022 Q2	$347K	Buy	13,779 +116	+0.8%	+$2.9K	﹤0.01%	2494
2022 Q1	$347K	Buy	+13,663	New	+$358K	﹤0.01%	2610

Other funds holding IBMP

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 22.96% 1-Year Est. Return

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

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 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

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

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

Raymond James Financial Services Advisors increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 0.81% in Q3 2024, buying an estimated $74.5K and bringing the position to 366,119 shares worth $9.32M. The position accounts for 0.01% of the portfolio, ranked #901.

Raymond James Financial Services Advisors first reported a position in IBMP in Q1 2022 and has held it in 11 quarters since. 134 funds tracked by Wall St. Rank hold IBMP as of Q3 2024.

Raymond James Financial Services Advisors held 366,119 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $9.32M as of Q3 2024.
Raymond James Financial Services Advisors bought 2,948 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q3 2024, an estimated $74.5K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #901 holding.
Raymond James Financial Services Advisors first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2022 and has held it in 11 quarters since.
134 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 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.