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
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

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

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

Raymond James Financial increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 2.8% in Q2 2026, buying an estimated $40K and bringing the position to 55,850 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #3733.

Raymond James Financial first reported a position in IBMS in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.45M in Q1 2025. 115 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • Raymond James Financial held 55,850 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $1.44M as of Q2 2026.
  • Raymond James Financial bought 1,544 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $40K.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3733 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 6 quarters since.
  • Raymond James Financial's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $1.45M in Q1 2025.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

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