Janney Montgomery Scott’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Janney Montgomery Scott’s Portfolio IBDV Stock Details IBDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.2M	Buy	650,928 +109,141	+20%	+$2.38M	0.03%	558
2026 Q1	$11.9M	Buy	541,787 +90,623	+20%	+$2M	0.03%	525
2025 Q4	$9.96M	Buy	451,164 +34,296	+8%	+$758K	0.02%	620
2025 Q3	$9.23M	Buy	416,868 +31,543	+8%	+$694K	0.02%	647
2025 Q2	$8.47M	Buy	385,325 +19,301	+5%	+$418K	0.02%	626
2025 Q1	$7.95M	Buy	366,024 +12,443	+4%	+$267K	0.02%	609
2024 Q4	$7.55M	Buy	353,581 +25,714	+8%	+$556K	0.02%	637
2024 Q3	$7.27M	Buy	327,867 +16,430	+5%	+$358K	0.02%	637
2024 Q2	$6.62M	Buy	311,437 +18,178	+6%	+$384K	0.02%	624
2024 Q1	$6.28M	Buy	293,259 +18,183	+7%	+$389K	0.02%	670
2023 Q4	$5.95M	Buy	275,076 +11,463	+4%	+$237K	0.02%	664
2023 Q3	$5.37M	Buy	263,613 +28,065	+12%	+$585K	0.02%	642
2023 Q2	$4.99M	Buy	235,548 +59,122	+34%	+$1.26M	0.02%	701
2023 Q1	$3.8M	Buy	+176,426	New	+$3.75M	0.02%	713

Other funds holding IBDV

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

Janney Montgomery Scott increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 20% in Q2 2026, buying an estimated $2.38M and bringing the position to 650,928 shares worth $14.2M. The position accounts for 0.03% of the portfolio, ranked #558.

Janney Montgomery Scott first reported a position in IBDV in Q1 2023 and has held it in 14 quarters since. 350 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Janney Montgomery Scott held 650,928 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $14.2M as of Q2 2026.
Janney Montgomery Scott bought 109,141 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $2.38M.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.03% of Janney Montgomery Scott's portfolio in Q2 2026, its #558 holding.
Janney Montgomery Scott first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2023 and has held it in 14 quarters since.
350 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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