Janney Montgomery Scott
ISTB icon

Janney Montgomery Scott’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Janney Montgomery Scott’s Portfolio ISTB Stock Details ISTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$907K Sell
18,724
-822
-4% -$40K ﹤0.01% 1713
2025
Q4 		$953K Sell
19,546
-2,828
-13% -$138K ﹤0.01% 1761
2025
Q3 		$1.09M Buy
22,374
+4,834
+28% +$235K ﹤0.01% 1634
2025
Q2 		$853K Buy
17,540
+435
+3% +$21K ﹤0.01% 1683
2025
Q1 		$827K Sell
17,105
-1,618
-9% -$77.7K ﹤0.01% 1661
2024
Q4 		$894K Buy
18,723
+210
+1% +$10.1K ﹤0.01% 1617
2024
Q3 		$901K Hold
18,513
– – ﹤0.01% 1570
2024
Q2 		$877K Buy
+18,513
New +$873K ﹤0.01% 1515
2022
Q2 		– Sell
-9,975
Closed -$483K – 2383
2022
Q1 		$483K Sell
9,975
-13,885
-58% -$686K ﹤0.01% 1628
2021
Q4 		$1.2M Sell
23,860
-15,305
-39% -$775K ﹤0.01% 1224
2021
Q3 		$2M Buy
39,165
+8,721
+29% +$447K 0.01% 947
2021
Q2 		$1.56M Sell
30,444
-3,425
-10% -$176K 0.01% 1057
2021
Q1 		$1.74M Buy
33,869
+5,571
+20% +$287K 0.01% 951
2020
Q4 		$1.46M Buy
28,298
+404
+1% +$20.8K 0.01% 1002
2020
Q3 		$1.44M Buy
27,894
+203
+0.7% +$10.5K 0.01% 934
2020
Q2 		$1.43M Buy
27,691
+11,875
+75% +$607K 0.01% 887
2020
Q1 		$799K Buy
15,816
+10,621
+204% +$536K 0.01% 1022
2019
Q4 		$262K Buy
+5,195
New +$262K ﹤0.01% 1780

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return