Janney Montgomery Scott
IBMO icon

Janney Montgomery Scott’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Janney Montgomery Scott’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$301K Hold
11,745
– – ﹤0.01% 2735
2026
Q1 		$301K Sell
11,745
-2,280
-16% -$58.5K ﹤0.01% 2383
2025
Q4 		$360K Sell
14,025
-982
-7% -$25.2K ﹤0.01% 2424
2025
Q3 		$385K Buy
15,007
+882
+6% +$22.6K ﹤0.01% 2327
2025
Q2 		$362K Sell
14,125
-8,213
-37% -$210K ﹤0.01% 2227
2025
Q1 		$571K Buy
22,338
+6,000
+37% +$153K ﹤0.01% 1899
2024
Q4 		$416K Hold
16,338
– – ﹤0.01% 2104
2024
Q3 		$419K Sell
16,338
-1,659
-9% -$42.3K ﹤0.01% 2086
2024
Q2 		$456K Hold
17,997
– – ﹤0.01% 1959
2024
Q1 		$456K Buy
17,997
+3,575
+25% +$90.9K ﹤0.01% 2071
2023
Q4 		$368K Buy
14,422
+15
+0.1% +$376 ﹤0.01% 2101
2023
Q3 		$357K Buy
14,407
+4,037
+39% +$101K ﹤0.01% 2022
2023
Q2 		$261K Buy
10,370
+917
+10% +$23.2K ﹤0.01% 2315
2023
Q1 		$241K Hold
9,453
– – ﹤0.01% 2180
2022
Q4 		$238K Sell
9,453
-4,000
-30% -$99.7K ﹤0.01% 2268
2022
Q3 		$331K Buy
13,453
+5,173
+62% +$131K ﹤0.01% 1939
2022
Q2 		$209K Buy
+8,280
New +$208K ﹤0.01% 2122

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott's IBMO Position: Q2 2026 in Review

Janney Montgomery Scott held its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) position steady in Q2 2026 at 11,745 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #2735.

Janney Montgomery Scott first reported a position in IBMO in Q2 2022 and has held it in 17 quarters since. The position peaked at $571K in Q1 2025. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Janney Montgomery Scott held 11,745 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $301K as of Q2 2026.
  • Janney Montgomery Scott left its iShares iBonds Dec 2026 Term Muni Bond ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2735 holding.
  • Janney Montgomery Scott first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Janney Montgomery Scott's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $571K in Q1 2025.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.