Janney Montgomery Scott
IBTE

Janney Montgomery Scott’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Janney Montgomery Scott’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-202,536
Closed -$4.86M – 2884
2024
Q3 		$4.86M Buy
202,536
+954
+0.5% +$22.8K 0.01% 771
2024
Q2 		$4.83M Sell
201,582
-1,596
-0.8% -$38.2K 0.01% 743
2024
Q1 		$4.86M Sell
203,178
-3,454
-2% -$82.6K 0.01% 778
2023
Q4 		$4.93M Buy
206,632
+18,104
+10% +$431K 0.02% 736
2023
Q3 		$4.5M Buy
+188,528
New +$4.48M 0.02% 708

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Janney Montgomery Scott's IBTE Position: Q4 2024 in Review

Janney Montgomery Scott sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 202,536 shares — an estimated $4.86M sold.

Janney Montgomery Scott first reported a position in IBTE in Q3 2023 and held it in 5 quarters. The position peaked at $4.93M in Q4 2023. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Janney Montgomery Scott reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Janney Montgomery Scott sold 202,536 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $4.86M.
  • Janney Montgomery Scott first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q3 2023 and held it in 5 quarters.
  • Janney Montgomery Scott's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $4.93M in Q4 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Janney Montgomery Scott's 13F filing for Q4 2024, filed 17 Jan 2025.