Janney Montgomery Scott’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.71M	Buy	263,619 +9,478	+4%	+$206K	0.01%	904
2026 Q1	$5.55M	Buy	254,141 +94,538	+59%	+$2.07M	0.01%	800
2025 Q4	$3.5M	Buy	159,603 +19,371	+14%	+$426K	0.01%	1060
2025 Q3	$3.08M	Buy	140,232 +14,465	+12%	+$317K	0.01%	1112
2025 Q2	$2.76M	Buy	125,767 +22,443	+22%	+$488K	0.01%	1066
2025 Q1	$2.25M	Buy	103,324 +17,034	+20%	+$366K	0.01%	1113
2024 Q4	$1.84M	Buy	86,290 +7,664	+10%	+$165K	0.01%	1193
2024 Q3	$1.74M	Buy	78,626 +1,859	+2%	+$40.6K	﹤0.01%	1214
2024 Q2	$1.64M	Buy	76,767 +15,469	+25%	+$328K	0.01%	1186
2024 Q1	$1.32M	Buy	+61,298	New	+$1.32M	﹤0.01%	1367

Other funds holding IBTJ

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

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

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Janney Montgomery Scott increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 3.7% in Q2 2026, buying an estimated $206K and bringing the position to 263,619 shares worth $5.71M. The position accounts for 0.01% of the portfolio, ranked #904.

Janney Montgomery Scott first reported a position in IBTJ in Q1 2024 and has held it in 10 quarters since. 215 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Janney Montgomery Scott held 263,619 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $5.71M as of Q2 2026.
Janney Montgomery Scott bought 9,478 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $206K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #904 holding.
Janney Montgomery Scott first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
215 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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