Janney Montgomery Scott’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.17M	Buy	157,222 +7,308	+5%	+$148K	0.01%	1226
2026 Q1	$3.06M	Buy	149,914 +60,597	+68%	+$1.24M	0.01%	1071
2025 Q4	$1.83M	Buy	89,317 +49,675	+125%	+$1.02M	﹤0.01%	1381
2025 Q3	$815K	Buy	39,642 +6,016	+18%	+$123K	﹤0.01%	1847
2025 Q2	$689K	Buy	33,626 +1,657	+5%	+$33.6K	﹤0.01%	1819
2025 Q1	$650K	Buy	+31,969	New	+$639K	﹤0.01%	1813

Other funds holding IBTL

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

TPWA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

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

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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

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

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

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

Janney Montgomery Scott increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 4.9% in Q2 2026, buying an estimated $148K and bringing the position to 157,222 shares worth $3.17M. The position accounts for 0.01% of the portfolio, ranked #1226.

Janney Montgomery Scott first reported a position in IBTL in Q1 2025 and has held it in 6 quarters since. 133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

Janney Montgomery Scott held 157,222 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $3.17M as of Q2 2026.
Janney Montgomery Scott bought 7,308 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2026, an estimated $148K.
iShares iBonds Dec 2031 Term Treasury ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1226 holding.
Janney Montgomery Scott first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

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