Janney Montgomery Scott
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Janney Montgomery Scott’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Janney Montgomery Scott’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$43.5M Buy
826,787
+30,034
+4% +$1.59M 0.11% 187
2025
Q4 		$42.1M Buy
796,753
+104,498
+15% +$5.53M 0.1% 205
2025
Q3 		$36.7M Buy
692,255
+11,762
+2% +$621K 0.09% 224
2025
Q2 		$35.9M Buy
680,493
+5,005
+0.7% +$261K 0.09% 215
2025
Q1 		$35.4M Buy
675,488
+25,718
+4% +$1.34M 0.1% 200
2024
Q4 		$33.6M Sell
649,770
-47,503
-7% -$2.47M 0.09% 205
2024
Q3 		$36.7M Buy
697,273
+19,218
+3% +$1M 0.1% 202
2024
Q2 		$34.7M Sell
678,055
-13,110
-2% -$669K 0.11% 191
2024
Q1 		$35.4M Sell
691,165
-46,230
-6% -$2.37M 0.11% 198
2023
Q4 		$37.8M Buy
737,395
+59,183
+9% +$2.97M 0.12% 164
2023
Q3 		$33.8M Sell
678,212
-5,140
-0.8% -$257K 0.13% 152
2023
Q2 		$34.3M Sell
683,352
-12,091
-2% -$609K 0.12% 162
2023
Q1 		$35.1M Buy
695,443
+22,885
+3% +$1.15M 0.14% 136
2022
Q4 		$33.5M Sell
672,558
-306,370
-31% -$15.2M 0.13% 154
2022
Q3 		$48.2M Buy
978,928
+173,735
+22% +$8.77M 0.21% 107
2022
Q2 		$40.5M Buy
805,193
+71,667
+10% +$3.65M 0.18% 118
2022
Q1 		$37.9M Sell
733,526
-123,564
-14% -$6.51M 0.16% 134
2021
Q4 		$46.2M Sell
857,090
-831,937
-49% -$45M 0.18% 122
2021
Q3 		$92.3M Sell
1,689,027
-1,144,750
-40% -$62.7M 0.39% 57
2021
Q2 		$155M Buy
2,833,777
+137,646
+5% +$7.54M 0.68% 23
2021
Q1 		$147M Buy
2,696,131
+646,081
+32% +$35.5M 0.72% 23
2020
Q4 		$113M Buy
2,050,050
+148,742
+8% +$8.18M 0.55% 34
2020
Q3 		$104M Buy
1,901,308
+224,096
+13% +$12.3M 0.6% 29
2020
Q2 		$91.8M Buy
1,677,212
+1,137,601
+211% +$61.3M 0.58% 33
2020
Q1 		$28.3M Sell
539,611
-1,722
-0.3% -$91.6K 0.22% 111
2019
Q4 		$29M Buy
541,333
+75,382
+16% +$4.04M 0.19% 126
2019
Q3 		$25M Buy
465,951
+342,329
+277% +$18.3M 0.18% 133
2019
Q2 		$6.61M Buy
123,622
+12,999
+12% +$687K 0.05% 353
2019
Q1 		$5.84M Buy
110,623
+12,299
+13% +$642K 0.05% 361
2018
Q4 		$5.08M Buy
98,324
+2,457
+3% +$127K 0.05% 362
2018
Q3 		$4.97M Sell
95,867
-2,493
-3% -$129K 0.04% 405
2018
Q2 		$5.1M Sell
98,360
-1,968
-2% -$102K 0.05% 373
2018
Q1 		$5.21M Sell
100,328
-21,614
-18% -$1.12M 0.05% 358
2017
Q4 		$6.37M Sell
121,942
-68,112
-36% -$3.57M 0.07% 302
2017
Q3 		$10M Buy
190,054
+12,872
+7% +$678K 0.11% 209
2017
Q2 		$9.33M Sell
177,182
-14,218
-7% -$748K 0.12% 209
2017
Q1 		$10.1M Sell
191,400
-699,358
-79% -$36.7M 0.13% 181
2016
Q4 		$46.7M Sell
890,758
-510,652
-36% -$26.9M 0.7% 25
2016
Q3 		$74.1M Sell
1,401,410
-1,078,238
-43% -$57.1M 1.31% 7
2016
Q2 		$132M Buy
+2,479,648
New +$131M 2.68% 4
2016
Q1 		– Sell
-860,492
Closed -$45M – 1345
2015
Q4 		$45M Buy
860,492
+174,020
+25% +$9.14M 1.16% 9
2015
Q3 		$36.1M Buy
686,472
+154,682
+29% +$8.13M 1.02% 11
2015
Q2 		$28M Buy
531,790
+196,692
+59% +$10.4M 0.59% 24
2015
Q1 		$17.7M Buy
335,098
+154,984
+86% +$8.16M 0.33% 43
2014
Q4 		$9.47M Sell
180,114
-18,504
-9% -$974K 0.19% 118
2014
Q3 		$10.5M Buy
198,618
+5,336
+3% +$281K 0.22% 98
2014
Q2 		$10.2M Buy
+193,282
New +$10.2M 0.22% 99
2013
Q4 		– Sell
-86,148
Closed -$4.53M – 2029
2013
Q3 		$4.53M Buy
+86,148
New +$4.52M 0.14% 180

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Janney Montgomery Scott increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 3.8% in Q1 2026, buying an estimated $1.59M and bringing the position to 826,787 shares worth $43.5M. The position accounts for 0.11% of the portfolio, ranked #187.

Janney Montgomery Scott first reported a position in IGSB in Q3 2013 and has held it in 48 quarters since. The position peaked at $155M in Q2 2021. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Janney Montgomery Scott held 826,787 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $43.5M as of Q1 2026.
  • Janney Montgomery Scott bought 30,034 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $1.59M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.11% of Janney Montgomery Scott's portfolio in Q1 2026, its #187 holding.
  • Janney Montgomery Scott first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2013 and has held it in 48 quarters since.
  • Janney Montgomery Scott's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $155M in Q2 2021.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

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