Janney Montgomery Scott
IBDZ

Janney Montgomery Scott’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Janney Montgomery Scott’s Portfolio IBDZ Stock Details IBDZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.3M Buy
396,620
+53,560
+16% +$1.39M 0.02% 668
2026
Q1 		$8.94M Buy
343,060
+123,996
+57% +$3.27M 0.02% 630
2025
Q4 		$5.78M Buy
+219,064
New +$5.8M 0.01% 838

Other funds holding IBDZ

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 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
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

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

Janney Montgomery Scott increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 16% in Q2 2026, buying an estimated $1.39M and bringing the position to 396,620 shares worth $10.3M. The position accounts for 0.02% of the portfolio, ranked #668.

Janney Montgomery Scott first reported a position in IBDZ in Q4 2025 and has held it in 3 quarters since. 128 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • Janney Montgomery Scott held 396,620 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $10.3M as of Q2 2026.
  • Janney Montgomery Scott bought 53,560 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $1.39M.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 0.02% of Janney Montgomery Scott's portfolio in Q2 2026, its #668 holding.
  • Janney Montgomery Scott first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

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