Janney Montgomery Scott
STIP icon

Janney Montgomery Scott’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Janney Montgomery Scott’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-97,086
Closed -$9.94M – 3034
2025
Q4 		$9.94M Sell
97,086
-91,091
-48% -$9.38M 0.02% 622
2025
Q3 		$19.4M Buy
188,177
+37,840
+25% +$3.9M 0.05% 367
2025
Q2 		$15.5M Buy
150,337
+144,120
+2,318% +$14.8M 0.04% 407
2025
Q1 		$643K Buy
6,217
+331
+6% +$33.7K ﹤0.01% 1818
2024
Q4 		$592K Sell
5,886
-448
-7% -$45.2K ﹤0.01% 1889
2024
Q3 		$642K Sell
6,334
-1,388
-18% -$139K ﹤0.01% 1796
2024
Q2 		$768K Sell
7,722
-3,285
-30% -$326K ﹤0.01% 1599
2024
Q1 		$1.09M Sell
11,007
-12,874
-54% -$1.27M ﹤0.01% 1471
2023
Q4 		$2.35M Sell
23,881
-2,402
-9% -$234K 0.01% 1034
2023
Q3 		$2.55M Sell
26,283
-3,085
-11% -$300K 0.01% 936
2023
Q2 		$2.87M Sell
29,368
-45,322
-61% -$4.46M 0.01% 914
2023
Q1 		$7.41M Sell
74,690
-10,342
-12% -$1.01M 0.03% 509
2022
Q4 		$8.24M Sell
85,032
-4,399
-5% -$427K 0.03% 500
2022
Q3 		$8.6M Sell
89,431
-8,295
-8% -$831K 0.04% 438
2022
Q2 		$9.92M Sell
97,726
-4,216
-4% -$435K 0.04% 363
2022
Q1 		$10.7M Sell
101,942
-25,133
-20% -$2.65M 0.05% 364
2021
Q4 		$13.5M Buy
127,075
+12,034
+10% +$1.28M 0.05% 315
2021
Q3 		$12.2M Buy
115,041
+19,939
+21% +$2.12M 0.05% 321
2021
Q2 		$10.1M Buy
95,102
+32,936
+53% +$3.5M 0.04% 363
2021
Q1 		$6.57M Buy
62,166
+7,710
+14% +$811K 0.03% 455
2020
Q4 		$5.69M Sell
54,456
-632,538
-92% -$65.6M 0.03% 506
2020
Q3 		$71.5M Buy
686,994
+122,775
+22% +$12.7M 0.41% 56
2020
Q2 		$57.8M Buy
564,219
+149,855
+36% +$15.2M 0.37% 61
2020
Q1 		$41.4M Buy
414,364
+8,203
+2% +$825K 0.33% 75
2019
Q4 		$40.9M Buy
406,161
+27,180
+7% +$2.73M 0.27% 89
2019
Q3 		$38M Buy
378,981
+30,822
+9% +$3.09M 0.28% 89
2019
Q2 		$35M Buy
348,159
+17,496
+5% +$1.75M 0.27% 90
2019
Q1 		$33M Buy
330,663
+22,768
+7% +$2.25M 0.27% 93
2018
Q4 		$30.2M Buy
307,895
+16,608
+6% +$1.63M 0.29% 82
2018
Q3 		$28.8M Buy
291,287
+22,989
+9% +$2.28M 0.25% 94
2018
Q2 		$26.7M Buy
268,298
+18,095
+7% +$1.8M 0.26% 89
2018
Q1 		$25.1M Sell
250,203
-189,548
-43% -$18.9M 0.25% 90
2017
Q4 		$43.9M Buy
439,751
+12,954
+3% +$1.3M 0.46% 46
2017
Q3 		$42.8M Buy
426,797
+230,232
+117% +$23.1M 0.49% 38
2017
Q2 		$19.7M Buy
196,565
+22,678
+13% +$2.29M 0.25% 93
2017
Q1 		$17.6M Buy
+173,887
New +$17.6M 0.23% 93

Other funds holding STIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Janney Montgomery Scott sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026, closing a stake of 97,086 shares — an estimated $9.94M sold.

Janney Montgomery Scott first reported a position in STIP in Q1 2017 and held it in 36 quarters. The position peaked at $71.5M in Q3 2020. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Janney Montgomery Scott reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Janney Montgomery Scott sold 97,086 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $9.94M.
  • Janney Montgomery Scott first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2017 and held it in 36 quarters.
  • Janney Montgomery Scott's iShares 0-5 Year TIPS Bond ETF position peaked at $71.5M in Q3 2020.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

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