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
Q2 		$10.7M Buy
415,635
+27,378
+7% +$706K 0.02% 659
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

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Advisors Inc
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Summitry LLC
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MV Capital Management
MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Janney Montgomery Scott increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 7.1% in Q2 2026, buying an estimated $706K and bringing the position to 415,635 shares worth $10.7M. The position accounts for 0.02% of the portfolio, ranked #659.

Janney Montgomery Scott first reported a position in IBDY in Q3 2024 and has held it in 8 quarters since. 170 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Janney Montgomery Scott held 415,635 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $10.7M as of Q2 2026.
  • Janney Montgomery Scott bought 27,378 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $706K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.02% of Janney Montgomery Scott's portfolio in Q2 2026, its #659 holding.
  • Janney Montgomery Scott first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
  • 170 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

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