RJT
IBMM

Raymond James Trust’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Raymond James Trust’s Portfolio IBMM Stock Details IBMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$450K Sell
17,228
-180
-1% -$4.69K 0.01% 835
2024
Q2 		$453K Buy
17,408
+6,508
+60% +$169K 0.01% 770
2024
Q1 		$283K Buy
+10,900
New +$283K 0.01% 1007

Other funds holding IBMM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Trust's IBMM Position: Q3 2024 in Review

Raymond James Trust reduced its iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) stake by 1% in Q3 2024, selling an estimated $4.69K and leaving 17,228 shares worth $450K. The position accounts for 0.01% of the portfolio, ranked #835.

Raymond James Trust first reported a position in IBMM in Q1 2024 and has held it in 3 quarters since. The position peaked at $453K in Q2 2024. 156 funds tracked by Wall St. Rank hold IBMM as of Q3 2024.

  • Raymond James Trust held 17,228 shares of iShares iBonds Dec 2024 Term Muni Bond ETF worth $450K as of Q3 2024.
  • Raymond James Trust sold 180 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q3 2024, an estimated $4.69K.
  • iShares iBonds Dec 2024 Term Muni Bond ETF made up 0.01% of Raymond James Trust's portfolio in Q3 2024, its #835 holding.
  • Raymond James Trust first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q1 2024 and has held it in 3 quarters since.
  • Raymond James Trust's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $453K in Q2 2024.
  • 156 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.