Janney Montgomery Scott
IBTD

Janney Montgomery Scott’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Janney Montgomery Scott’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-85,932
Closed -$2.13M – 2789
2023
Q3 		$2.13M Buy
+85,932
New +$2.13M 0.01% 989

Other funds holding IBTD

GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Janney Montgomery Scott's IBTD Position: Q4 2023 in Review

Janney Montgomery Scott sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 85,932 shares — an estimated $2.13M sold.

Janney Montgomery Scott first reported a position in IBTD in Q3 2023 and held it in 1 quarter. The position peaked at $2.13M in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • Janney Montgomery Scott reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 85,932 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $2.13M.
  • Janney Montgomery Scott first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q3 2023 and held it in 1 quarter.
  • Janney Montgomery Scott's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $2.13M in Q3 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Janney Montgomery Scott's 13F filing for Q4 2023, filed 8 Feb 2024.