Raymond James Financial’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.89M	Buy	153,021 +1,670	+1%	+$42.4K	﹤0.01%	2952
2026 Q1	$3.85M	Sell	151,351 -10,572	-7%	-$269K	﹤0.01%	2799
2025 Q4	$4.11M	Sell	161,923 -28,973	-15%	-$735K	﹤0.01%	2670
2025 Q3	$4.86M	Sell	190,896 -75,558	-28%	-$1.92M	﹤0.01%	2474
2025 Q2	$6.75M	Sell	266,454 -122,617	-32%	-$3.09M	﹤0.01%	2165
2025 Q1	$9.84M	Sell	389,071 -27,488	-7%	-$694K	﹤0.01%	1823
2024 Q4	$10.5M	Buy	+416,559	New	+$10.5M	﹤0.01%	1809

Other funds holding IBMP

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

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

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

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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

LIA

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

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

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

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

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

Raymond James Financial increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 1.1% in Q2 2026, buying an estimated $42.4K and bringing the position to 153,021 shares worth $3.89M. The position accounts for ﹤0.01% of the portfolio, ranked #2952.

Raymond James Financial first reported a position in IBMP in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.5M in Q4 2024. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Raymond James Financial held 153,021 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $3.89M as of Q2 2026.
Raymond James Financial bought 1,670 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $42.4K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2952 holding.
Raymond James Financial first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $10.5M in Q4 2024.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

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