Janney Montgomery Scott
IBMM

Janney Montgomery Scott’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Janney Montgomery Scott’s Portfolio IBMM Stock Details IBMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-18,103
Closed -$472K – 2902
2024
Q3 		$472K Sell
18,103
-2,000
-10% -$52.1K ﹤0.01% 2011
2024
Q2 		$524K Hold
20,103
– – ﹤0.01% 1847
2024
Q1 		$522K Buy
20,103
+3,535
+21% +$91.7K ﹤0.01% 1969
2023
Q4 		$430K Sell
16,568
-3,302
-17% -$85.2K ﹤0.01% 2010
2023
Q3 		$510K Buy
19,870
+2,931
+17% +$75.4K ﹤0.01% 1754
2023
Q2 		$436K Buy
16,939
+865
+5% +$22.3K ﹤0.01% 1979
2023
Q1 		$416K Buy
16,074
+3,870
+32% +$99.9K ﹤0.01% 1837
2022
Q4 		$314K Sell
12,204
-4,000
-25% -$103K ﹤0.01% 2090
2022
Q3 		$413K Buy
16,204
+6,659
+70% +$173K ﹤0.01% 1811
2022
Q2 		$248K Buy
+9,545
New +$247K ﹤0.01% 2028
2021
Q3 		– Sell
-8,480
Closed -$229K – 2408
2021
Q2 		$229K Hold
8,480
– – ﹤0.01% 2069
2021
Q1 		$229K Hold
8,480
– – ﹤0.01% 2002
2020
Q4 		$230K Buy
+8,480
New +$229K ﹤0.01% 2028

Other funds holding IBMM

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

Janney Montgomery Scott's IBMM Position: Q4 2024 in Review

Janney Montgomery Scott sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 18,103 shares — an estimated $472K sold.

Janney Montgomery Scott first reported a position in IBMM in Q4 2020 and held it in 13 quarters. The position peaked at $524K in Q2 2024. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Janney Montgomery Scott reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Janney Montgomery Scott sold 18,103 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $472K.
  • Janney Montgomery Scott first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2020 and held it in 13 quarters.
  • Janney Montgomery Scott's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $524K in Q2 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on Janney Montgomery Scott's 13F filing for Q4 2024, filed 17 Jan 2025.