Janney Montgomery Scott’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-58,224	Closed	-$1.38M	–	2786
2023 Q3	$1.38M	Sell	58,224 -25,221	-30%	-$595K	0.01%	1170
2023 Q2	$1.97M	Sell	83,445 -93,422	-53%	-$2.2M	0.01%	1077
2023 Q1	$4.18M	Buy	176,867 +11,600	+7%	+$273K	0.02%	680
2022 Q4	$3.88M	Buy	165,267 +83,510	+102%	+$1.96M	0.02%	760
2022 Q3	$1.91M	Buy	81,757 +3,829	+5%	+$89.9K	0.01%	987
2022 Q2	$1.82M	Buy	77,928 +13,620	+21%	+$322K	0.01%	969
2022 Q1	$1.53M	Buy	+64,308	New	+$1.55M	0.01%	1043

Other funds holding IBHC

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Janney Montgomery Scott's IBHC Position: Q4 2023 in Review

Janney Montgomery Scott sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q4 2023, closing a stake of 58,224 shares — an estimated $1.38M sold.

Janney Montgomery Scott first reported a position in IBHC in Q1 2022 and held it in 7 quarters. The position peaked at $4.18M in Q1 2023. 1 fund tracked by Wall St. Rank holds IBHC as of Q4 2023.

Janney Montgomery Scott reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q4 2023 after selling out during the quarter.
Janney Montgomery Scott sold 58,224 iShares iBonds 2023 Term High Yield and Income ETF shares in Q4 2023, an estimated $1.38M.
Janney Montgomery Scott first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q1 2022 and held it in 7 quarters.
Janney Montgomery Scott's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $4.18M in Q1 2023.
1 fund tracked by Wall St. Rank held iShares iBonds 2023 Term High Yield and Income ETF as of Q4 2023.

Based on Janney Montgomery Scott's 13F filing for Q4 2023, filed 8 Feb 2024.