Janney Montgomery Scott
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Janney Montgomery Scott’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Janney Montgomery Scott’s Portfolio IBTM Stock Details IBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.09M Sell
312,533
-238,876
-43% -$5.43M 0.01% 812
2026
Q1 		$12.6M Buy
551,409
+65,447
+13% +$1.51M 0.03% 497
2025
Q4 		$11.2M Buy
485,962
+17,275
+4% +$401K 0.03% 572
2025
Q3 		$10.8M Buy
+468,687
New +$10.8M 0.03% 581

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Janney Montgomery Scott reduced its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 43% in Q2 2026, selling an estimated $5.43M and leaving 312,533 shares worth $7.09M. The position accounts for 0.01% of the portfolio, ranked #812.

Janney Montgomery Scott first reported a position in IBTM in Q3 2025 and has held it in 4 quarters since. The position peaked at $12.6M in Q1 2026. 105 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

  • Janney Montgomery Scott held 312,533 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $7.09M as of Q2 2026.
  • Janney Montgomery Scott sold 238,876 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $5.43M.
  • iShares iBonds Dec 2032 Term Treasury ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #812 holding.
  • Janney Montgomery Scott first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • Janney Montgomery Scott's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $12.6M in Q1 2026.
  • 105 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

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