Janney Montgomery Scott’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.53M	Buy	294,724 +7,511	+3%	+$167K	0.01%	845
2026 Q1	$6.4M	Buy	287,213 +46,768	+19%	+$1.05M	0.02%	747
2025 Q4	$5.38M	Buy	240,445 +26,907	+13%	+$602K	0.01%	886
2025 Q3	$4.78M	Buy	213,538 +26,048	+14%	+$581K	0.01%	909
2025 Q2	$4.19M	Buy	187,490 +40,508	+28%	+$900K	0.01%	883
2025 Q1	$3.27M	Buy	146,982 +42,865	+41%	+$944K	0.01%	946
2024 Q4	$2.28M	Buy	104,117 +10,527	+11%	+$232K	0.01%	1096
2024 Q3	$2.11M	Buy	93,590 +1,609	+2%	+$35.8K	0.01%	1120
2024 Q2	$2.01M	Buy	91,981 +11,759	+15%	+$255K	0.01%	1107
2024 Q1	$1.76M	Buy	80,222 +32,729	+69%	+$720K	0.01%	1216
2023 Q4	$1.05M	Buy	47,493 +12,245	+35%	+$266K	﹤0.01%	1414
2023 Q3	$760K	Buy	+35,248	New	+$768K	﹤0.01%	1496

Other funds holding IBTI

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 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

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IWC

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

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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

Janney Montgomery Scott increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 2.6% in Q2 2026, buying an estimated $167K and bringing the position to 294,724 shares worth $6.53M. The position accounts for 0.01% of the portfolio, ranked #845.

Janney Montgomery Scott first reported a position in IBTI in Q3 2023 and has held it in 12 quarters since. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Janney Montgomery Scott held 294,724 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $6.53M as of Q2 2026.
Janney Montgomery Scott bought 7,511 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $167K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #845 holding.
Janney Montgomery Scott first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q3 2023 and has held it in 12 quarters since.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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