Raymond James Financial’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.74M	Buy	109,726 +53,876	+96%	+$1.38M	﹤0.01%	3262
2026 Q2	$1.44M	Buy	55,850 +1,544	+3%	+$40K	﹤0.01%	3733
2026 Q1	$1.4M	Buy	54,306 +5,228	+11%	+$137K	﹤0.01%	3621
2025 Q4	$1.28M	Buy	49,078 +17,516	+55%	+$456K	﹤0.01%	3619
2025 Q3	$823K	Buy	31,562 +20,963	+198%	+$543K	﹤0.01%	3808
2025 Q2	$272K	Sell	10,599 -46,373	-81%	-$1.17M	﹤0.01%	4353
2025 Q1	$1.45M	Buy	+56,972	New	+$1.45M	﹤0.01%	3224

Other funds holding IBMS

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Paradiem Covington, Louisiana $459M AUM 33.35% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Raymond James Financial's IBMS Position: Q3 2026 in Review

Raymond James Financial increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 96% in Q3 2026, buying an estimated $1.38M and bringing the position to 109,726 shares worth $2.74M. The position accounts for ﹤0.01% of the portfolio, ranked #3262.

Raymond James Financial first reported a position in IBMS in Q1 2025 and has held it in 7 quarters since. 110 funds tracked by Wall St. Rank hold IBMS as of Q3 2026.

Raymond James Financial held 109,726 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $2.74M as of Q3 2026.
Raymond James Financial bought 53,876 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q3 2026, an estimated $1.38M.
iShares iBonds Dec 2030 Term Muni Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q3 2026, its #3262 holding.
Raymond James Financial first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q1 2025 and has held it in 7 quarters since.
110 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.