Raymond James Financial
IBMR icon

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

Raymond James Financial’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
2026
Q1 		$6.47M Buy
255,404
+17,404
+7% +$445K ﹤0.01% 2385
2025
Q4 		$6.05M Buy
238,000
+27,819
+13% +$707K ﹤0.01% 2360
2025
Q3 		$5.37M Sell
210,181
-12,525
-6% -$318K ﹤0.01% 2409
2025
Q2 		$5.62M Sell
222,706
-59,777
-21% -$1.49M ﹤0.01% 2292
2025
Q1 		$7.07M Buy
282,483
+106,757
+61% +$2.68M ﹤0.01% 2068
2024
Q4 		$4.39M Buy
+175,726
New +$4.42M ﹤0.01% 2402

Other funds holding IBMR

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CIA
Covington Investment Advisors Ligonier, Pennsylvania $680M AUM 28.91% 1-Year Est. Return

Raymond James Financial's IBMR Position: Q1 2026 in Review

Raymond James Financial increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 7.3% in Q1 2026, buying an estimated $445K and bringing the position to 255,404 shares worth $6.47M. The position accounts for ﹤0.01% of the portfolio, ranked #2385.

Raymond James Financial first reported a position in IBMR in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.07M in Q1 2025. 129 funds tracked by Wall St. Rank hold IBMR as of Q1 2026.

  • Raymond James Financial held 255,404 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $6.47M as of Q1 2026.
  • Raymond James Financial bought 17,404 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q1 2026, an estimated $445K.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2385 holding.
  • Raymond James Financial first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $7.07M in Q1 2025.
  • 129 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.