Janney Montgomery Scott’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10M	Buy	478,622 +32,344	+7%	+$683K	0.02%	590
2025 Q4	$9.44M	Buy	446,278 +28,605	+7%	+$606K	0.02%	646
2025 Q3	$8.86M	Buy	417,673 +31,278	+8%	+$659K	0.02%	663
2025 Q2	$8.13M	Buy	386,395 +19,817	+5%	+$409K	0.02%	636
2025 Q1	$7.61M	Buy	366,578 +11,985	+3%	+$246K	0.02%	621
2024 Q4	$7.22M	Buy	354,593 +17,447	+5%	+$361K	0.02%	653
2024 Q3	$7.15M	Buy	337,146 +18,403	+6%	+$384K	0.02%	643
2024 Q2	$6.47M	Buy	318,743 +28,018	+10%	+$565K	0.02%	636
2024 Q1	$5.96M	Buy	290,725 +39,968	+16%	+$817K	0.02%	696
2023 Q4	$5.21M	Buy	250,757 +26,473	+12%	+$521K	0.02%	709
2023 Q3	$4.35M	Buy	224,284 +70,643	+46%	+$1.41M	0.02%	723
2023 Q2	$3.11M	Buy	+153,641	New	+$3.13M	0.01%	872

Other funds holding IBDW

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott's IBDW Position: Q1 2026 in Review

Janney Montgomery Scott increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 7.2% in Q1 2026, buying an estimated $683K and bringing the position to 478,622 shares worth $10M. The position accounts for 0.02% of the portfolio, ranked #590.

Janney Montgomery Scott first reported a position in IBDW in Q2 2023 and has held it in 12 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Janney Montgomery Scott held 478,622 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $10M as of Q1 2026.
Janney Montgomery Scott bought 32,344 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $683K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.02% of Janney Montgomery Scott's portfolio in Q1 2026, its #590 holding.
Janney Montgomery Scott first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2023 and has held it in 12 quarters since.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.