Janney Montgomery Scott
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Janney Montgomery Scott’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Janney Montgomery Scott’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.24M Buy
370,027
+73,620
+25% +$1.85M 0.02% 715
2026
Q2 		$7.48M Buy
296,407
+154,454
+109% +$3.9M 0.01% 791
2026
Q1 		$3.6M Buy
141,953
+4,124
+3% +$105K 0.01% 1006
2025
Q4 		$3.51M Buy
137,829
+8,387
+6% +$214K 0.01% 1058
2025
Q3 		$3.3M Buy
129,442
+4,108
+3% +$104K 0.01% 1073
2025
Q2 		$3.19M Sell
125,334
-1,805
-1% -$45.5K 0.01% 1002
2025
Q1 		$3.21M Sell
127,139
-22,986
-15% -$576K 0.01% 953
2024
Q4 		$3.74M Sell
150,125
-191,395
-56% -$4.81M 0.01% 883
2024
Q3 		$8.72M Sell
341,520
-116
-0% -$2.92K 0.02% 577
2024
Q2 		$8.46M Buy
341,636
+5,110
+2% +$126K 0.03% 559
2024
Q1 		$8.38M Buy
336,526
+72,955
+28% +$1.82M 0.02% 588
2023
Q4 		$6.61M Buy
263,571
+9,350
+4% +$227K 0.02% 637
2023
Q3 		$6.11M Buy
254,221
+21,724
+9% +$529K 0.02% 603
2023
Q2 		$5.7M Buy
232,497
+1,247
+0.5% +$30.9K 0.02% 645
2023
Q1 		$5.77M Buy
231,250
+35,760
+18% +$883K 0.02% 601
2022
Q4 		$4.75M Buy
195,490
+45,029
+30% +$1.09M 0.02% 694
2022
Q3 		$3.58M Buy
150,461
+19,510
+15% +$487K 0.02% 738
2022
Q2 		$3.24M Buy
130,951
+22,296
+21% +$565K 0.01% 725
2022
Q1 		$2.86M Buy
108,655
+92,799
+585% +$2.52M 0.01% 769
2021
Q4 		$449K Buy
15,856
+7,798
+97% +$222K ﹤0.01% 1788
2021
Q3 		$231K Sell
8,058
-64
-0.8% -$1.86K ﹤0.01% 2087
2021
Q2 		$235K Buy
+8,122
New +$232K ﹤0.01% 2050
2021
Q1 		– Sell
-71,429
Closed -$2.11M – 2308
2020
Q4 		$2.11M Sell
71,429
-1,115
-2% -$32.6K 0.01% 845
2020
Q3 		$2.11M Buy
72,544
+231
+0.3% +$6.76K 0.01% 787
2020
Q2 		$2.09M Buy
72,313
+54,610
+308% +$1.52M 0.01% 757
2020
Q1 		$465K Buy
17,703
+7,027
+66% +$194K ﹤0.01% 1257
2019
Q4 		$296K Buy
10,676
+2,468
+30% +$68.4K ﹤0.01% 1716
2019
Q3 		$228K Buy
+8,208
New +$226K ﹤0.01% 1823

Other funds holding IBDT

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sound View Wealth Advisors Group
Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Woodmont Investment Counsel
Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

Janney Montgomery Scott's IBDT Position: Q3 2026 in Review

Janney Montgomery Scott increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 25% in Q3 2026, buying an estimated $1.85M and bringing the position to 370,027 shares worth $9.24M. The position accounts for 0.02% of the portfolio, ranked #715.

Janney Montgomery Scott first reported a position in IBDT in Q3 2019 and has held it in 28 quarters since. 375 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

  • Janney Montgomery Scott held 370,027 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $9.24M as of Q3 2026.
  • Janney Montgomery Scott bought 73,620 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2026, an estimated $1.85M.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.02% of Janney Montgomery Scott's portfolio in Q3 2026, its #715 holding.
  • Janney Montgomery Scott first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2019 and has held it in 28 quarters since.
  • 375 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

Based on Janney Montgomery Scott's 13F filing for Q3 2026, filed 12 Nov 2026.