Janney Montgomery Scott
IBDP

Janney Montgomery Scott’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Janney Montgomery Scott’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-137,462
Closed -$3.46M – 2889
2024
Q3 		$3.46M Sell
137,462
-2,757
-2% -$69.3K 0.01% 885
2024
Q2 		$3.52M Buy
140,219
+932
+0.7% +$23.4K 0.01% 848
2024
Q1 		$3.49M Sell
139,287
-4,344
-3% -$109K 0.01% 897
2023
Q4 		$3.58M Buy
143,631
+415
+0.3% +$10.3K 0.01% 857
2023
Q3 		$3.54M Sell
143,216
-5,154
-3% -$127K 0.01% 795
2023
Q2 		$3.65M Sell
148,370
-125,612
-46% -$3.09M 0.01% 820
2023
Q1 		$6.74M Buy
273,982
+10,055
+4% +$247K 0.03% 536
2022
Q4 		$6.45M Buy
263,927
+6,650
+3% +$162K 0.03% 572
2022
Q3 		$6.26M Buy
257,277
+16,896
+7% +$417K 0.03% 536
2022
Q2 		$5.94M Sell
240,381
-8,199
-3% -$204K 0.03% 538
2022
Q1 		$6.24M Buy
248,580
+1,562
+0.6% +$39.8K 0.03% 522
2021
Q4 		$6.41M Buy
247,018
+21,081
+9% +$549K 0.02% 547
2021
Q3 		$5.94M Buy
225,937
+21,315
+10% +$561K 0.03% 545
2021
Q2 		$5.4M Buy
204,622
+41,400
+25% +$1.09M 0.02% 562
2021
Q1 		$4.31M Buy
163,222
+14,582
+10% +$386K 0.02% 610
2020
Q4 		$3.95M Buy
148,640
+7,542
+5% +$200K 0.02% 611
2020
Q3 		$3.73M Sell
141,098
-16,382
-10% -$434K 0.02% 576
2020
Q2 		$4.15M Buy
157,480
+37,464
+31% +$965K 0.03% 509
2020
Q1 		$2.97M Sell
120,016
-82,626
-41% -$2.1M 0.02% 554
2019
Q4 		$5.21M Buy
202,642
+18,964
+10% +$486K 0.03% 450
2019
Q3 		$4.72M Buy
183,678
+2,905
+2% +$74.2K 0.03% 456
2019
Q2 		$4.61M Buy
180,773
+3,747
+2% +$93.6K 0.04% 449
2019
Q1 		$4.4M Buy
177,026
+71,154
+67% +$1.74M 0.04% 439
2018
Q4 		$2.53M Buy
105,872
+956
+0.9% +$22.8K 0.02% 556
2018
Q3 		$2.53M Sell
104,916
-2,768
-3% -$66.7K 0.02% 624
2018
Q2 		$2.59M Buy
107,684
+5,754
+6% +$139K 0.02% 578
2018
Q1 		$2.49M Buy
101,930
+77,814
+323% +$1.91M 0.03% 576
2017
Q4 		$604K Sell
24,116
-52
-0.2% -$1.31K 0.01% 1208
2017
Q3 		$609K Buy
+24,168
New +$609K 0.01% 1158

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Janney Montgomery Scott's IBDP Position: Q4 2024 in Review

Janney Montgomery Scott sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 137,462 shares — an estimated $3.46M sold.

Janney Montgomery Scott first reported a position in IBDP in Q3 2017 and held it in 29 quarters. The position peaked at $6.74M in Q1 2023. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Janney Montgomery Scott reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Janney Montgomery Scott sold 137,462 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $3.46M.
  • Janney Montgomery Scott first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2017 and held it in 29 quarters.
  • Janney Montgomery Scott's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $6.74M in Q1 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Janney Montgomery Scott's 13F filing for Q4 2024, filed 17 Jan 2025.