Janney Montgomery Scott
IBMQ icon

Janney Montgomery Scott’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Janney Montgomery Scott’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$376K Hold
14,709
– – ﹤0.01% 2238
2025
Q4 		$376K Hold
14,709
– – ﹤0.01% 2399
2025
Q3 		$377K Sell
14,709
-100
-0.7% -$2.56K ﹤0.01% 2344
2025
Q2 		$376K Sell
14,809
-1,232
-8% -$31K ﹤0.01% 2197
2025
Q1 		$406K Hold
16,041
– – ﹤0.01% 2122
2024
Q4 		$404K Hold
16,041
– – ﹤0.01% 2129
2024
Q3 		$411K Buy
16,041
+26
+0.2% +$659 ﹤0.01% 2094
2024
Q2 		$401K Buy
16,015
+1,279
+9% +$32K ﹤0.01% 2041
2024
Q1 		$372K Buy
14,736
+5,144
+54% +$131K ﹤0.01% 2195
2023
Q4 		$245K Buy
9,592
+154
+2% +$3.83K ﹤0.01% 2351
2023
Q3 		$230K Buy
+9,438
New +$235K ﹤0.01% 2303

Other funds holding IBMQ

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
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return