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 Q3	$15.5M	Buy	733,560 +82,632	+13%	+$1.78M	0.03%	529
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	$10M	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

Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Janney Montgomery Scott increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 13% in Q3 2026, buying an estimated $1.78M and bringing the position to 733,560 shares worth $15.5M. The position accounts for 0.03% of the portfolio, ranked #529.

Janney Montgomery Scott first reported a position in IBDV in Q1 2023 and has held it in 15 quarters since. 328 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

Janney Montgomery Scott held 733,560 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $15.5M as of Q3 2026.
Janney Montgomery Scott bought 82,632 iShares iBonds Dec 2030 Term Corporate ETF shares in Q3 2026, an estimated $1.78M.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.03% of Janney Montgomery Scott's portfolio in Q3 2026, its #529 holding.
Janney Montgomery Scott first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2023 and has held it in 15 quarters since.
328 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

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