Raymond James Financial Services Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$8.18M	Sell	319,129 -78	-0%	-$1.98K	0.01%	965
2024 Q2	$7.99M	Buy	319,207 +9,948	+3%	+$249K	0.01%	931
2024 Q1	$7.81M	Sell	309,259 -7,437	-2%	-$189K	0.01%	921
2023 Q4	$8.1M	Buy	316,696 +9,324	+3%	+$232K	0.01%	850
2023 Q3	$7.5M	Buy	307,372 +5,481	+2%	+$137K	0.01%	839
2023 Q2	$7.6M	Buy	301,891 +283	+0.1%	+$7.16K	0.01%	822
2023 Q1	$7.72M	Buy	301,608 +7,970	+3%	+$202K	0.01%	801
2022 Q4	$7.37M	Buy	293,638 +147,103	+100%	+$3.63M	0.01%	790
2022 Q3	$3.54M	Buy	146,535 +134,281	+1,096%	+$3.38M	0.01%	1103
2022 Q2	$307K	Sell	12,254 -261	-2%	-$6.51K	﹤0.01%	2568
2022 Q1	$319K	Buy	+12,515	New	+$329K	﹤0.01%	2672

Other funds holding IBMQ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Raymond James Financial Services Advisors reduced its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 0.02% in Q3 2024, selling an estimated $1.98K and leaving 319,129 shares worth $8.18M. The position accounts for 0.01% of the portfolio, ranked #965.

Raymond James Financial Services Advisors first reported a position in IBMQ in Q1 2022 and has held it in 11 quarters since. 123 funds tracked by Wall St. Rank hold IBMQ as of Q3 2024.

Raymond James Financial Services Advisors held 319,129 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $8.18M as of Q3 2024.
Raymond James Financial Services Advisors sold 78 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q3 2024, an estimated $1.98K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #965 holding.
Raymond James Financial Services Advisors first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q1 2022 and has held it in 11 quarters since.
123 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 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.