Raymond James Financial
IBMT

Raymond James Financial’s iShares iBonds Dec 2031 Term Muni Bond ETF IBMT Stock Holding History

Raymond James Financial’s Portfolio IBMT Stock Details IBMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$428K Buy
16,666
+550
+3% +$14.4K ﹤0.01% 4455
2025
Q4 		$418K Buy
16,116
+155
+1% +$4.02K ﹤0.01% 4382
2025
Q3 		$413K Hold
15,961
– – ﹤0.01% 4232
2025
Q2 		$405K Buy
+15,961
New +$400K ﹤0.01% 4128

Other funds holding IBMT

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return

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

Raymond James Financial increased its iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) stake by 3.4% in Q1 2026, buying an estimated $14.4K and bringing the position to 16,666 shares worth $428K. The position accounts for ﹤0.01% of the portfolio, ranked #4455.

Raymond James Financial first reported a position in IBMT in Q2 2025 and has held it in 4 quarters since. 59 funds tracked by Wall St. Rank hold IBMT as of Q1 2026.

  • Raymond James Financial held 16,666 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $428K as of Q1 2026.
  • Raymond James Financial bought 550 iShares iBonds Dec 2031 Term Muni Bond ETF shares in Q1 2026, an estimated $14.4K.
  • iShares iBonds Dec 2031 Term Muni Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4455 holding.
  • Raymond James Financial first reported a position in iShares iBonds Dec 2031 Term Muni Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 59 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q1 2026.

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