Janney Montgomery Scott
IBDM

Janney Montgomery Scott’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Janney Montgomery Scott’s Portfolio IBDM Stock Details IBDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-131,409
Closed -$3.25M – 2480
2021
Q3 		$3.25M Sell
131,409
-1,123
-0.8% -$27.8K 0.01% 750
2021
Q2 		$3.28M Buy
132,532
+12,711
+11% +$315K 0.01% 735
2021
Q1 		$2.98M Sell
119,821
-4,539
-4% -$113K 0.01% 727
2020
Q4 		$3.1M Buy
124,360
+5,688
+5% +$142K 0.02% 699
2020
Q3 		$2.97M Buy
118,672
+1,265
+1% +$31.7K 0.02% 645
2020
Q2 		$2.95M Buy
117,407
+7,653
+7% +$191K 0.02% 628
2020
Q1 		$2.71M Buy
109,754
+9,460
+9% +$235K 0.02% 586
2019
Q4 		$2.5M Buy
100,294
+7,040
+8% +$176K 0.02% 704
2019
Q3 		$2.33M Buy
93,254
+4,487
+5% +$112K 0.02% 694
2019
Q2 		$2.21M Buy
88,767
+8,060
+10% +$199K 0.02% 699
2019
Q1 		$2M Buy
+80,707
New +$1.98M 0.02% 706

Other funds holding IBDM

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Janney Montgomery Scott's IBDM Position: Q4 2021 in Review

Janney Montgomery Scott sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 131,409 shares — an estimated $3.25M sold.

Janney Montgomery Scott first reported a position in IBDM in Q1 2019 and held it in 11 quarters. The position peaked at $3.28M in Q2 2021. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

  • Janney Montgomery Scott reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
  • Janney Montgomery Scott sold 131,409 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $3.25M.
  • Janney Montgomery Scott first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q1 2019 and held it in 11 quarters.
  • Janney Montgomery Scott's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $3.28M in Q2 2021.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Janney Montgomery Scott's 13F filing for Q4 2021, filed 27 Jan 2022.