Raymond James Financial Services Advisors’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$3.48M	Buy	136,404 +25,761	+23%	+$649K	﹤0.01%	1432
2024 Q2	$2.75M	Buy	110,643 +19,966	+22%	+$497K	﹤0.01%	1488
2024 Q1	$2.29M	Buy	90,677 +8,907	+11%	+$226K	﹤0.01%	1575
2023 Q4	$2.09M	Buy	+81,770	New	+$2M	﹤0.01%	1549

Other funds holding IBMR

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

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

KCM

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

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

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

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

CPWM

Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

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

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

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

Raymond James Financial Services Advisors increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 23% in Q3 2024, buying an estimated $649K and bringing the position to 136,404 shares worth $3.48M. The position accounts for ﹤0.01% of the portfolio, ranked #1432.

Raymond James Financial Services Advisors first reported a position in IBMR in Q4 2023 and has held it in 4 quarters since. 56 funds tracked by Wall St. Rank hold IBMR as of Q3 2024.

Raymond James Financial Services Advisors held 136,404 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $3.48M as of Q3 2024.
Raymond James Financial Services Advisors bought 25,761 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q3 2024, an estimated $649K.
iShares iBonds Dec 2029 Term Muni Bond ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1432 holding.
Raymond James Financial Services Advisors first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2023 and has held it in 4 quarters since.
56 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 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.