Janney Montgomery Scott
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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
Q2 		$578K Buy
22,586
+7,877
+54% +$201K ﹤0.01% 2302
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 $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Janney Montgomery Scott increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 54% in Q2 2026, buying an estimated $201K and bringing the position to 22,586 shares worth $578K. The position accounts for ﹤0.01% of the portfolio, ranked #2302.

Janney Montgomery Scott first reported a position in IBMQ in Q3 2023 and has held it in 12 quarters since. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Janney Montgomery Scott held 22,586 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $578K as of Q2 2026.
  • Janney Montgomery Scott bought 7,877 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $201K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2302 holding.
  • Janney Montgomery Scott first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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