RJFSA
IBMQ icon

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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 $1.61B AUM 17.7% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return