Janney Montgomery Scott
IBML

Janney Montgomery Scott’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Janney Montgomery Scott’s Portfolio IBML Stock Details IBML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-17,163
Closed -$438K – 2791
2023
Q3 		$438K Buy
17,163
+2,790
+19% +$71.1K ﹤0.01% 1865
2023
Q2 		$366K Sell
14,373
-2,026
-12% -$51.5K ﹤0.01% 2091
2023
Q1 		$417K Buy
16,399
+3,942
+32% +$100K ﹤0.01% 1834
2022
Q4 		$316K Sell
12,457
-4,834
-28% -$122K ﹤0.01% 2086
2022
Q3 		$436K Buy
17,291
+5,216
+43% +$133K ﹤0.01% 1784
2022
Q2 		$308K Buy
12,075
+1,940
+19% +$49.3K ﹤0.01% 1902
2022
Q1 		$258K Sell
10,135
-615
-6% -$15.8K ﹤0.01% 1963
2021
Q4 		$279K Hold
10,750
– – ﹤0.01% 2043
2021
Q3 		$280K Buy
10,750
+162
+2% +$4.22K ﹤0.01% 2002
2021
Q2 		$276K Buy
10,588
+385
+4% +$10.1K ﹤0.01% 1965
2021
Q1 		$267K Hold
10,203
– – ﹤0.01% 1917
2020
Q4 		$267K Buy
10,203
+893
+10% +$23.4K ﹤0.01% 1950
2020
Q3 		$245K Hold
9,310
– – ﹤0.01% 1807
2020
Q2 		$244K Buy
+9,310
New +$242K ﹤0.01% 1741

Other funds holding IBML

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

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

Janney Montgomery Scott sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 17,163 shares — an estimated $438K sold.

Janney Montgomery Scott first reported a position in IBML in Q2 2020 and held it in 14 quarters. The position peaked at $438K in Q3 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • Janney Montgomery Scott reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 17,163 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $438K.
  • Janney Montgomery Scott first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q2 2020 and held it in 14 quarters.
  • Janney Montgomery Scott's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $438K in Q3 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

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