Janney Montgomery Scott
IBDO

Janney Montgomery Scott’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Janney Montgomery Scott’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-59,835
Closed -$1.52M – 2787
2023
Q3 		$1.52M Sell
59,835
-126,822
-68% -$3.21M 0.01% 1133
2023
Q2 		$4.72M Sell
186,657
-1,107
-0.6% -$27.9K 0.02% 719
2023
Q1 		$4.73M Sell
187,764
-15,647
-8% -$393K 0.02% 655
2022
Q4 		$5.09M Buy
203,411
+618
+0.3% +$15.4K 0.02% 670
2022
Q3 		$5.06M Buy
202,793
+3,419
+2% +$85.7K 0.02% 630
2022
Q2 		$5M Sell
199,374
-7,569
-4% -$190K 0.02% 604
2022
Q1 		$5.23M Buy
206,943
+1,790
+0.9% +$45.6K 0.02% 591
2021
Q4 		$5.27M Buy
205,153
+20,071
+11% +$518K 0.02% 612
2021
Q3 		$4.81M Buy
185,082
+11,825
+7% +$308K 0.02% 606
2021
Q2 		$4.52M Buy
173,257
+28,567
+20% +$746K 0.02% 621
2021
Q1 		$3.78M Buy
144,690
+14,289
+11% +$374K 0.02% 644
2020
Q4 		$3.43M Buy
130,401
+2,266
+2% +$59.4K 0.02% 651
2020
Q3 		$3.36M Buy
128,135
+1,604
+1% +$42.1K 0.02% 610
2020
Q2 		$3.32M Buy
126,531
+9,515
+8% +$245K 0.02% 590
2020
Q1 		$2.92M Buy
117,016
+8,629
+8% +$219K 0.02% 562
2019
Q4 		$2.77M Buy
108,387
+11,810
+12% +$302K 0.02% 657
2019
Q3 		$2.47M Buy
96,577
+5,403
+6% +$138K 0.02% 674
2019
Q2 		$2.32M Buy
91,174
+7,984
+10% +$200K 0.02% 677
2019
Q1 		$2.08M Buy
+83,190
New +$2.05M 0.02% 688

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Janney Montgomery Scott's IBDO Position: Q4 2023 in Review

Janney Montgomery Scott sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 59,835 shares — an estimated $1.52M sold.

Janney Montgomery Scott first reported a position in IBDO in Q1 2019 and held it in 19 quarters. The position peaked at $5.27M in Q4 2021. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Janney Montgomery Scott reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 59,835 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $1.52M.
  • Janney Montgomery Scott first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2019 and held it in 19 quarters.
  • Janney Montgomery Scott's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $5.27M in Q4 2021.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Janney Montgomery Scott's 13F filing for Q4 2023, filed 8 Feb 2024.