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
Q2 		$829K Sell
17,178
-1,546
-8% -$74.7K ﹤0.01% 2033
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 $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

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

Janney Montgomery Scott reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 8.3% in Q2 2026, selling an estimated $74.7K and leaving 17,178 shares worth $829K. The position accounts for ﹤0.01% of the portfolio, ranked #2033.

Janney Montgomery Scott first reported a position in ISTB in Q4 2019 and has held it in 19 quarters since. The position peaked at $2M in Q3 2021. 398 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Janney Montgomery Scott held 17,178 shares of iShares Core 1-5 Year USD Bond ETF worth $829K as of Q2 2026.
  • Janney Montgomery Scott sold 1,546 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $74.7K.
  • iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2033 holding.
  • Janney Montgomery Scott first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2019 and has held it in 19 quarters since.
  • Janney Montgomery Scott's iShares Core 1-5 Year USD Bond ETF position peaked at $2M in Q3 2021.
  • 398 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

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