Raymond James Financial’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Raymond James Financial’s Portfolio IBMO Stock Details IBMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.5M	Sell	175,525 -2,722	-2%	-$69.8K	﹤0.01%	2818
2026 Q1	$4.57M	Sell	178,247 -4,595	-3%	-$118K	﹤0.01%	2665
2025 Q4	$4.69M	Sell	182,842 -8,011	-4%	-$205K	﹤0.01%	2563
2025 Q3	$4.9M	Sell	190,853 -14,144	-7%	-$363K	﹤0.01%	2470
2025 Q2	$5.25M	Sell	204,997 -80,350	-28%	-$2.05M	﹤0.01%	2349
2025 Q1	$7.29M	Sell	285,347 -83,875	-23%	-$2.14M	﹤0.01%	2046
2024 Q4	$9.4M	Buy	+369,222	New	+$9.42M	﹤0.01%	1903

Other funds holding IBMO

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

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

RPC

Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

KCM

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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial's IBMO Position: Q2 2026 in Review

Raymond James Financial reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 1.5% in Q2 2026, selling an estimated $69.8K and leaving 175,525 shares worth $4.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2818.

Raymond James Financial first reported a position in IBMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.4M in Q4 2024. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

Raymond James Financial held 175,525 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $4.5M as of Q2 2026.
Raymond James Financial sold 2,722 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $69.8K.
iShares iBonds Dec 2026 Term Muni Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2818 holding.
Raymond James Financial first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $9.4M in Q4 2024.
181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.