Raymond James Financial’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Raymond James Financial’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
2026 Q2	$3.25M	Buy	127,204 +439	+0.3%	+$11.2K	﹤0.01%	3099
2026 Q1	$3.24M	Buy	126,765 +335	+0.3%	+$8.6K	﹤0.01%	2952
2025 Q4	$3.23M	Sell	126,430 -41,238	-25%	-$1.05M	﹤0.01%	2866
2025 Q3	$4.3M	Sell	167,668 -72,062	-30%	-$1.84M	﹤0.01%	2573
2025 Q2	$6.09M	Sell	239,730 -134,375	-36%	-$3.38M	﹤0.01%	2235
2025 Q1	$9.46M	Sell	374,105 -14,005	-4%	-$354K	﹤0.01%	1851
2024 Q4	$9.77M	Buy	+388,110	New	+$9.84M	﹤0.01%	1862

Other funds holding IBMQ

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

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

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

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

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

Raymond James Financial increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 0.35% in Q2 2026, buying an estimated $11.2K and bringing the position to 127,204 shares worth $3.25M. The position accounts for ﹤0.01% of the portfolio, ranked #3099.

Raymond James Financial first reported a position in IBMQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.77M in Q4 2024. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

Raymond James Financial held 127,204 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $3.25M as of Q2 2026.
Raymond James Financial bought 439 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $11.2K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3099 holding.
Raymond James Financial first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $9.77M in Q4 2024.
197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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