Janney Montgomery Scott
IBTI icon

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
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

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return