Janney Montgomery Scott
IBDN

Janney Montgomery Scott’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Janney Montgomery Scott’s Portfolio IBDN Stock Details IBDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-172,631
Closed -$4.32M – 2689
2022
Q3 		$4.32M Buy
172,631
+2,984
+2% +$74.6K 0.02% 681
2022
Q2 		$4.24M Sell
169,647
-10,882
-6% -$272K 0.02% 643
2022
Q1 		$4.52M Sell
180,529
-2,072
-1% -$52K 0.02% 621
2021
Q4 		$4.59M Buy
182,601
+11,476
+7% +$289K 0.02% 657
2021
Q3 		$4.33M Buy
171,125
+1,731
+1% +$43.9K 0.02% 648
2021
Q2 		$4.3M Buy
169,394
+24,677
+17% +$627K 0.02% 641
2021
Q1 		$3.69M Buy
144,717
+9,363
+7% +$239K 0.02% 652
2020
Q4 		$3.46M Buy
135,354
+8,825
+7% +$226K 0.02% 650
2020
Q3 		$3.24M Buy
126,529
+1,506
+1% +$38.6K 0.02% 621
2020
Q2 		$3.21M Buy
125,023
+9,827
+9% +$250K 0.02% 600
2020
Q1 		$2.86M Buy
115,196
+11,249
+11% +$282K 0.02% 571
2019
Q4 		$2.63M Sell
103,947
-50,818
-33% -$1.29M 0.02% 682
2019
Q3 		$3.92M Buy
154,765
+3,763
+2% +$95K 0.03% 517
2019
Q2 		$3.81M Buy
151,002
+5,058
+3% +$126K 0.03% 501
2019
Q1 		$3.63M Buy
145,944
+73,646
+102% +$1.81M 0.03% 499
2018
Q4 		$1.75M Buy
72,298
+585
+0.8% +$14.1K 0.02% 687
2018
Q3 		$1.75M Buy
71,713
+680
+1% +$16.6K 0.02% 748
2018
Q2 		$1.73M Buy
71,033
+3,723
+6% +$90.6K 0.02% 734
2018
Q1 		$1.65M Sell
67,310
-64,593
-49% -$1.59M 0.02% 743
2017
Q4 		$3.29M Buy
131,903
+4,440
+3% +$111K 0.03% 476
2017
Q3 		$3.22M Buy
127,463
+51,145
+67% +$1.29M 0.04% 449
2017
Q2 		$1.92M Buy
76,318
+5,401
+8% +$136K 0.02% 592
2017
Q1 		$1.77M Buy
70,917
+21,582
+44% +$535K 0.02% 600
2016
Q4 		$1.22M Buy
49,335
+19,697
+66% +$494K 0.02% 697
2016
Q3 		$759K Buy
+29,638
New +$757K 0.01% 771

Other funds holding IBDN

OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Janney Montgomery Scott's IBDN Position: Q4 2022 in Review

Janney Montgomery Scott sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 172,631 shares — an estimated $4.32M sold.

Janney Montgomery Scott first reported a position in IBDN in Q3 2016 and held it in 25 quarters. The position peaked at $4.59M in Q4 2021. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

  • Janney Montgomery Scott reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • Janney Montgomery Scott sold 172,631 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $4.32M.
  • Janney Montgomery Scott first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q3 2016 and held it in 25 quarters.
  • Janney Montgomery Scott's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $4.59M in Q4 2021.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Janney Montgomery Scott's 13F filing for Q4 2022, filed 1 Feb 2023.