Janney Montgomery Scott
IBMK

Janney Montgomery Scott’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Janney Montgomery Scott’s Portfolio IBMK Stock Details IBMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-26,809
Closed -$694K – 2674
2022
Q3 		$694K Buy
26,809
+5,915
+28% +$153K ﹤0.01% 1492
2022
Q2 		$541K Buy
20,894
+382
+2% +$9.9K ﹤0.01% 1575
2022
Q1 		$532K Sell
20,512
-7,991
-28% -$208K ﹤0.01% 1580
2021
Q4 		$743K Buy
28,503
+2,630
+10% +$68.7K ﹤0.01% 1503
2021
Q3 		$677K Buy
25,873
+1,530
+6% +$40.1K ﹤0.01% 1486
2021
Q2 		$639K Buy
24,343
+380
+2% +$9.99K ﹤0.01% 1497
2021
Q1 		$631K Hold
23,963
– – ﹤0.01% 1429
2020
Q4 		$632K Buy
23,963
+491
+2% +$13K ﹤0.01% 1422
2020
Q3 		$622K Sell
23,472
-590
-2% -$15.6K ﹤0.01% 1328
2020
Q2 		$636K Buy
24,062
+8,000
+50% +$210K ﹤0.01% 1249
2020
Q1 		$418K Buy
16,062
+2,270
+16% +$59.4K ﹤0.01% 1322
2019
Q4 		$361K Sell
13,792
-3,810
-22% -$99.7K ﹤0.01% 1616
2019
Q3 		$460K Buy
17,602
+5,113
+41% +$134K ﹤0.01% 1440
2019
Q2 		$326K Buy
12,489
+1,674
+15% +$43.4K ﹤0.01% 1657
2019
Q1 		$281K Sell
10,815
-380
-3% -$9.8K ﹤0.01% 1701
2018
Q4 		$287K Sell
11,195
-43
-0.4% -$1.09K ﹤0.01% 1586
2018
Q3 		$286K Hold
11,238
– – ﹤0.01% 1751
2018
Q2 		$287K Buy
11,238
+450
+4% +$11.4K ﹤0.01% 1673
2018
Q1 		$275K Buy
10,788
+750
+7% +$19.2K ﹤0.01% 1647
2017
Q4 		$258K Buy
+10,038
New +$260K ﹤0.01% 1673

Other funds holding IBMK

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TF
TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return

Janney Montgomery Scott's IBMK Position: Q4 2022 in Review

Janney Montgomery Scott sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 26,809 shares — an estimated $694K sold.

Janney Montgomery Scott first reported a position in IBMK in Q4 2017 and held it in 20 quarters. The position peaked at $743K in Q4 2021. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • Janney Montgomery Scott reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Janney Montgomery Scott sold 26,809 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $694K.
  • Janney Montgomery Scott first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2017 and held it in 20 quarters.
  • Janney Montgomery Scott's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $743K in Q4 2021.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on Janney Montgomery Scott's 13F filing for Q4 2022, filed 1 Feb 2023.