Janney Montgomery Scott
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Janney Montgomery Scott’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Janney Montgomery Scott’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.31M Buy
272,504
+89,039
+49% +$2.06M 0.01% 857
2026
Q1 		$4.27M Sell
183,465
-103,609
-36% -$2.42M 0.01% 914
2025
Q4 		$6.72M Sell
287,074
-204,721
-42% -$4.8M 0.02% 764
2025
Q3 		$11.5M Buy
491,795
+38,863
+9% +$908K 0.03% 547
2025
Q2 		$10.6M Buy
452,932
+13,685
+3% +$316K 0.03% 542
2025
Q1 		$10.2M Buy
439,247
+46,788
+12% +$1.07M 0.03% 525
2024
Q4 		$8.95M Buy
392,459
+70,651
+22% +$1.63M 0.02% 570
2024
Q3 		$7.57M Buy
321,808
+20,983
+7% +$486K 0.02% 625
2024
Q2 		$6.82M Buy
300,825
+13,151
+5% +$297K 0.02% 615
2024
Q1 		$6.57M Buy
287,674
+14,723
+5% +$336K 0.02% 655
2023
Q4 		$6.3M Buy
272,951
+5,819
+2% +$129K 0.02% 653
2023
Q3 		$5.85M Buy
267,132
+17,636
+7% +$392K 0.02% 618
2023
Q2 		$5.6M Buy
+249,496
New +$5.66M 0.02% 655
2023
Q1 		– Sell
-181,078
Closed -$4.01M – 2633
2022
Q4 		$4.01M Buy
+181,078
New +$3.99M 0.02% 747
2021
Q1 		– Sell
-22,867
Closed -$629K – 2309
2020
Q4 		$629K Sell
22,867
-383
-2% -$10.4K ﹤0.01% 1425
2020
Q3 		$629K Buy
23,250
+51
+0.2% +$1.39K ﹤0.01% 1321
2020
Q2 		$620K Buy
+23,199
New +$597K ﹤0.01% 1260

Other funds holding IBDU

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

Janney Montgomery Scott increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 49% in Q2 2026, buying an estimated $2.06M and bringing the position to 272,504 shares worth $6.31M. The position accounts for 0.01% of the portfolio, ranked #857.

Janney Montgomery Scott first reported a position in IBDU in Q2 2020 and has held it in 17 quarters since. The position peaked at $11.5M in Q3 2025. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Janney Montgomery Scott held 272,504 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $6.31M as of Q2 2026.
  • Janney Montgomery Scott bought 89,039 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $2.06M.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #857 holding.
  • Janney Montgomery Scott first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2020 and has held it in 17 quarters since.
  • Janney Montgomery Scott's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $11.5M in Q3 2025.
  • 386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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