Janney Montgomery Scott’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Janney Montgomery Scott’s Portfolio IBTG Stock Details IBTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.98M	Buy	392,166 +9,166	+2%	+$210K	0.02%	722
2026 Q1	$8.78M	Sell	383,000 -13,356	-3%	-$306K	0.02%	633
2025 Q4	$9.07M	Buy	396,356 +67,389	+20%	+$1.54M	0.02%	658
2025 Q3	$7.55M	Buy	328,967 +26,786	+9%	+$613K	0.02%	723
2025 Q2	$6.93M	Buy	302,181 +41,670	+16%	+$953K	0.02%	690
2025 Q1	$5.98M	Buy	260,511 +54,849	+27%	+$1.25M	0.02%	716
2024 Q4	$4.69M	Buy	205,662 +17,075	+9%	+$390K	0.01%	799
2024 Q3	$4.35M	Buy	188,587 +2,083	+1%	+$47.7K	0.01%	805
2024 Q2	$4.22M	Buy	186,504 +617	+0.3%	+$13.9K	0.01%	790
2024 Q1	$4.22M	Buy	185,887 +7,612	+4%	+$173K	0.01%	825
2023 Q4	$4.07M	Buy	178,275 +20,561	+13%	+$464K	0.01%	809
2023 Q3	$3.54M	Buy	+157,714	New	+$3.56M	0.01%	794

Other funds holding IBTG

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

Janney Montgomery Scott increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 2.4% in Q2 2026, buying an estimated $210K and bringing the position to 392,166 shares worth $8.98M. The position accounts for 0.02% of the portfolio, ranked #722.

Janney Montgomery Scott first reported a position in IBTG in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.07M in Q4 2025. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Janney Montgomery Scott held 392,166 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $8.98M as of Q2 2026.
Janney Montgomery Scott bought 9,166 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $210K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.02% of Janney Montgomery Scott's portfolio in Q2 2026, its #722 holding.
Janney Montgomery Scott first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2023 and has held it in 12 quarters since.
Janney Montgomery Scott's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $9.07M in Q4 2025.
317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

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