Janney Montgomery Scott
IBDY icon

Janney Montgomery Scott’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Janney Montgomery Scott’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10M Buy
388,257
+29,179
+8% +$762K 0.02% 588
2025
Q4 		$9.39M Buy
359,078
+25,176
+8% +$660K 0.02% 649
2025
Q3 		$8.76M Buy
333,902
+29,766
+10% +$773K 0.02% 668
2025
Q2 		$7.88M Buy
304,136
+21,988
+8% +$558K 0.02% 646
2025
Q1 		$7.21M Buy
282,148
+41,112
+17% +$1.04M 0.02% 647
2024
Q4 		$6.05M Buy
241,036
+226,753
+1,588% +$5.81M 0.02% 708
2024
Q3 		$377K Buy
+14,283
New +$370K ﹤0.01% 2151

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Janney Montgomery Scott increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 8.1% in Q1 2026, buying an estimated $762K and bringing the position to 388,257 shares worth $10M. The position accounts for 0.02% of the portfolio, ranked #588.

Janney Montgomery Scott first reported a position in IBDY in Q3 2024 and has held it in 7 quarters since. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

  • Janney Montgomery Scott held 388,257 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $10M as of Q1 2026.
  • Janney Montgomery Scott bought 29,179 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2026, an estimated $762K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.02% of Janney Montgomery Scott's portfolio in Q1 2026, its #588 holding.
  • Janney Montgomery Scott first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q3 2024 and has held it in 7 quarters since.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

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