Janney Montgomery Scott
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Janney Montgomery Scott’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Janney Montgomery Scott’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.25M Buy
381,845
+159,304
+72% +$3.85M 0.02% 709
2026
Q1 		$5.39M Buy
222,541
+476
+0.2% +$11.6K 0.01% 816
2025
Q4 		$5.39M Buy
222,065
+3,101
+1% +$75.3K 0.01% 883
2025
Q3 		$5.33M Sell
218,964
-38
-0% -$922 0.01% 870
2025
Q2 		$5.32M Sell
219,002
-851
-0.4% -$20.5K 0.01% 790
2025
Q1 		$5.32M Buy
219,853
+5,620
+3% +$135K 0.02% 754
2024
Q4 		$5.13M Buy
214,233
+9,456
+5% +$228K 0.01% 776
2024
Q3 		$4.99M Buy
204,777
+2,297
+1% +$55.4K 0.01% 760
2024
Q2 		$4.8M Sell
202,480
-12,649
-6% -$299K 0.01% 746
2024
Q1 		$5.12M Sell
215,129
-72,188
-25% -$1.72M 0.02% 756
2023
Q4 		$6.88M Sell
287,317
-128,921
-31% -$3.01M 0.02% 622
2023
Q3 		$9.63M Buy
416,238
+3,244
+0.8% +$75.7K 0.04% 450
2023
Q2 		$9.7M Sell
412,994
-92,551
-18% -$2.19M 0.03% 475
2023
Q1 		$12M Buy
505,545
+58,176
+13% +$1.37M 0.05% 358
2022
Q4 		$10.5M Buy
447,369
+43,108
+11% +$999K 0.04% 422
2022
Q3 		$9.3M Buy
404,261
+53,183
+15% +$1.27M 0.04% 405
2022
Q2 		$8.32M Buy
351,078
+5,012
+1% +$121K 0.04% 424
2022
Q1 		$8.63M Buy
346,066
+103,222
+43% +$2.65M 0.04% 416
2021
Q4 		$6.45M Buy
242,844
+36,483
+18% +$972K 0.03% 543
2021
Q3 		$5.57M Buy
206,361
+26,211
+15% +$711K 0.02% 558
2021
Q2 		$4.87M Buy
180,150
+18,048
+11% +$486K 0.02% 595
2021
Q1 		$4.33M Buy
162,102
+10,264
+7% +$279K 0.02% 608
2020
Q4 		$4.19M Buy
151,838
+11,097
+8% +$303K 0.02% 596
2020
Q3 		$3.82M Buy
140,741
+13,359
+10% +$364K 0.02% 568
2020
Q2 		$3.43M Buy
127,382
+30,103
+31% +$783K 0.02% 574
2020
Q1 		$2.38M Buy
97,279
+15,082
+18% +$389K 0.02% 626
2019
Q4 		$2.14M Buy
82,197
+1,978
+2% +$51.2K 0.01% 765
2019
Q3 		$2.08M Buy
80,219
+1,086
+1% +$27.9K 0.02% 747
2019
Q2 		$2.02M Buy
79,133
+4,921
+7% +$122K 0.02% 731
2019
Q1 		$1.82M Buy
+74,212
New +$1.77M 0.02% 754

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Janney Montgomery Scott's IBDS Position: Q2 2026 in Review

Janney Montgomery Scott increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 72% in Q2 2026, buying an estimated $3.85M and bringing the position to 381,845 shares worth $9.25M. The position accounts for 0.02% of the portfolio, ranked #709.

Janney Montgomery Scott first reported a position in IBDS in Q1 2019 and has held it in 30 quarters since. The position peaked at $12M in Q1 2023. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • Janney Montgomery Scott held 381,845 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $9.25M as of Q2 2026.
  • Janney Montgomery Scott bought 159,304 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $3.85M.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.02% of Janney Montgomery Scott's portfolio in Q2 2026, its #709 holding.
  • Janney Montgomery Scott first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2019 and has held it in 30 quarters since.
  • Janney Montgomery Scott's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $12M in Q1 2023.
  • 416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.