Raymond James Financial
IBMS

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
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

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

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

Raymond James Financial increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 11% in Q1 2026, buying an estimated $137K and bringing the position to 54,306 shares worth $1.4M. The position accounts for ﹤0.01% of the portfolio, ranked #3621.

Raymond James Financial first reported a position in IBMS in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.45M in Q1 2025. 103 funds tracked by Wall St. Rank hold IBMS as of Q1 2026.

  • Raymond James Financial held 54,306 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $1.4M as of Q1 2026.
  • Raymond James Financial bought 5,228 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q1 2026, an estimated $137K.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3621 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 5 quarters since.
  • Raymond James Financial's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $1.45M in Q1 2025.
  • 103 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q1 2026.

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