Janney Montgomery Scott
IBMP icon

Janney Montgomery Scott’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Janney Montgomery Scott’s Portfolio IBMP Stock Details IBMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$351K Sell
13,826
-990
-7% -$25.1K ﹤0.01% 2633
2026
Q1 		$377K Hold
14,816
– – ﹤0.01% 2234
2025
Q4 		$376K Hold
14,816
– – ﹤0.01% 2398
2025
Q3 		$377K Buy
14,816
+890
+6% +$22.6K ﹤0.01% 2343
2025
Q2 		$353K Sell
13,926
-2,229
-14% -$56.2K ﹤0.01% 2246
2025
Q1 		$408K Hold
16,155
– – ﹤0.01% 2119
2024
Q4 		$406K Hold
16,155
– – ﹤0.01% 2125
2024
Q3 		$411K Buy
16,155
+26
+0.2% +$657 ﹤0.01% 2093
2024
Q2 		$403K Hold
16,129
– – ﹤0.01% 2038
2024
Q1 		$406K Buy
16,129
+3,600
+29% +$91K ﹤0.01% 2138
2023
Q4 		$318K Buy
12,529
+25
+0.2% +$621 ﹤0.01% 2179
2023
Q3 		$306K Buy
12,504
+4,064
+48% +$101K ﹤0.01% 2122
2023
Q2 		$212K Buy
+8,440
New +$212K ﹤0.01% 2427
2022
Q4 		– Sell
-8,519
Closed -$208K – 2598
2022
Q3 		$208K Buy
+8,519
New +$215K ﹤0.01% 2265

Other funds holding IBMP

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Janney Montgomery Scott reduced its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 6.7% in Q2 2026, selling an estimated $25.1K and leaving 13,826 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #2633.

Janney Montgomery Scott first reported a position in IBMP in Q3 2022 and has held it in 14 quarters since. The position peaked at $411K in Q3 2024. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • Janney Montgomery Scott held 13,826 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $351K as of Q2 2026.
  • Janney Montgomery Scott sold 990 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $25.1K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2633 holding.
  • Janney Montgomery Scott first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q3 2022 and has held it in 14 quarters since.
  • Janney Montgomery Scott's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $411K in Q3 2024.
  • 190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

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