Janney Montgomery Scott
IBMI

Janney Montgomery Scott’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Janney Montgomery Scott’s Portfolio IBMI Stock Details IBMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-14,601
Closed -$372K – 2168
2020
Q2 		$372K Hold
14,601
– – ﹤0.01% 1509
2020
Q1 		$370K Sell
14,601
-335
-2% -$8.54K ﹤0.01% 1384
2019
Q4 		$381K Hold
14,936
– – ﹤0.01% 1577
2019
Q3 		$381K Buy
14,936
+1,043
+8% +$26.7K ﹤0.01% 1551
2019
Q2 		$355K Buy
13,893
+267
+2% +$6.81K ﹤0.01% 1611
2019
Q1 		$347K Sell
13,626
-120
-0.9% -$3.05K ﹤0.01% 1583
2018
Q4 		$349K Buy
13,746
+4,416
+47% +$112K ﹤0.01% 1483
2018
Q3 		$236K Buy
9,330
+170
+2% +$4.31K ﹤0.01% 1849
2018
Q2 		$232K Buy
9,160
+60
+0.7% +$1.52K ﹤0.01% 1784
2018
Q1 		$231K Hold
9,100
– – ﹤0.01% 1739
2017
Q4 		$231K Buy
+9,100
New +$232K ﹤0.01% 1727

Other funds holding IBMI

NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Janney Montgomery Scott's IBMI Position: Q3 2020 in Review

Janney Montgomery Scott sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 14,601 shares — an estimated $372K sold.

Janney Montgomery Scott first reported a position in IBMI in Q4 2017 and held it in 11 quarters. The position peaked at $381K in Q4 2019. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

  • Janney Montgomery Scott reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Janney Montgomery Scott sold 14,601 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $372K.
  • Janney Montgomery Scott first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q4 2017 and held it in 11 quarters.
  • Janney Montgomery Scott's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $381K in Q4 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q3 2020.

Based on Janney Montgomery Scott's 13F filing for Q3 2020, filed 6 Nov 2020.