Janney Montgomery Scott
IBDV icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return