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
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 $3.11B AUM 20.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $324B AUM 22.36% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Janney Montgomery Scott's IBTM Position: Q1 2026 in Review

Janney Montgomery Scott increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 13% in Q1 2026, buying an estimated $1.51M and bringing the position to 551,409 shares worth $12.6M. The position accounts for 0.03% of the portfolio, ranked #497.

Janney Montgomery Scott first reported a position in IBTM in Q3 2025 and has held it in 3 quarters since. 115 funds tracked by Wall St. Rank hold IBTM as of Q1 2026.

  • Janney Montgomery Scott held 551,409 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $12.6M as of Q1 2026.
  • Janney Montgomery Scott bought 65,447 iShares iBonds Dec 2032 Term Treasury ETF shares in Q1 2026, an estimated $1.51M.
  • iShares iBonds Dec 2032 Term Treasury ETF made up 0.03% of Janney Montgomery Scott's portfolio in Q1 2026, its #497 holding.
  • Janney Montgomery Scott first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.