Janney Montgomery Scott’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12M	Buy	478,378 +81,675	+21%	+$2.06M	0.02%	608
2026 Q1	$10M	Buy	396,703 +26,580	+7%	+$678K	0.02%	589
2025 Q4	$9.45M	Buy	370,123 +25,543	+7%	+$654K	0.02%	645
2025 Q3	$8.83M	Buy	344,580 +26,764	+8%	+$679K	0.02%	665
2025 Q2	$8.04M	Buy	317,816 +18,910	+6%	+$469K	0.02%	640
2025 Q1	$7.47M	Buy	298,906 +11,330	+4%	+$280K	0.02%	630
2024 Q4	$7.07M	Buy	287,576 +15,057	+6%	+$377K	0.02%	667
2024 Q3	$7.01M	Buy	272,519 +16,340	+6%	+$413K	0.02%	648
2024 Q2	$6.29M	Buy	256,179 +26,532	+12%	+$648K	0.02%	646
2024 Q1	$5.7M	Buy	229,647 +81,835	+55%	+$2.03M	0.02%	718
2023 Q4	$3.73M	Buy	147,812 +136,567	+1,214%	+$3.26M	0.01%	838
2023 Q3	$264K	Buy	11,245 +1,245	+12%	+$30.1K	﹤0.01%	2214
2023 Q2	$246K	Buy	+10,000	New	+$248K	﹤0.01%	2346

Other funds holding IBDX

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

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

Janney Montgomery Scott increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 21% in Q2 2026, buying an estimated $2.06M and bringing the position to 478,378 shares worth $12M. The position accounts for 0.02% of the portfolio, ranked #608.

Janney Montgomery Scott first reported a position in IBDX in Q2 2023 and has held it in 13 quarters since. 232 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Janney Montgomery Scott held 478,378 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $12M as of Q2 2026.
Janney Montgomery Scott bought 81,675 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $2.06M.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.02% of Janney Montgomery Scott's portfolio in Q2 2026, its #608 holding.
Janney Montgomery Scott first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q2 2023 and has held it in 13 quarters since.
232 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

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