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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$3.48M Buy
136,404
+25,761
+23% +$657K ﹤0.01% 1430
2024
Q2
$2.75M Buy
110,643
+19,966
+22% +$496K ﹤0.01% 1486
2024
Q1
$2.29M Buy
90,677
+8,907
+11% +$225K ﹤0.01% 1574
2023
Q4
$2.09M Buy
+81,770
New +$2.09M ﹤0.01% 1545