Janney Montgomery Scott
IBMJ

Janney Montgomery Scott’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Janney Montgomery Scott’s Portfolio IBMJ Stock Details IBMJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-24,254
Closed -$620K – 2481
2021
Q3 		$620K Buy
24,254
+1,565
+7% +$40.1K ﹤0.01% 1526
2021
Q2 		$582K Buy
22,689
+390
+2% +$10K ﹤0.01% 1548
2021
Q1 		$573K Hold
22,299
– – ﹤0.01% 1479
2020
Q4 		$575K Buy
22,299
+628
+3% +$16.2K ﹤0.01% 1486
2020
Q3 		$561K Hold
21,671
– – ﹤0.01% 1366
2020
Q2 		$562K Buy
21,671
+4,000
+23% +$103K ﹤0.01% 1309
2020
Q1 		$451K Buy
17,671
+1,496
+9% +$38.5K ﹤0.01% 1274
2019
Q4 		$417K Hold
16,175
– – ﹤0.01% 1526
2019
Q3 		$417K Buy
16,175
+1,365
+9% +$35.3K ﹤0.01% 1496
2019
Q2 		$382K Buy
14,810
+5,607
+61% +$144K ﹤0.01% 1580
2019
Q1 		$236K Hold
9,203
– – ﹤0.01% 1781
2018
Q4 		$234K Buy
9,203
+1,092
+13% +$27.6K ﹤0.01% 1694
2018
Q3 		$205K Buy
8,111
+170
+2% +$4.32K ﹤0.01% 1916
2018
Q2 		$202K Buy
+7,941
New +$201K ﹤0.01% 1860

Other funds holding IBMJ

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Janney Montgomery Scott's IBMJ Position: Q4 2021 in Review

Janney Montgomery Scott sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 24,254 shares — an estimated $620K sold.

Janney Montgomery Scott first reported a position in IBMJ in Q2 2018 and held it in 14 quarters. The position peaked at $620K in Q3 2021. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

  • Janney Montgomery Scott reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Janney Montgomery Scott sold 24,254 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $620K.
  • Janney Montgomery Scott first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q2 2018 and held it in 14 quarters.
  • Janney Montgomery Scott's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $620K in Q3 2021.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on Janney Montgomery Scott's 13F filing for Q4 2021, filed 27 Jan 2022.