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
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 $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.13B AUM 23.53% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return