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
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 $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return