BEI
IBDP

Benjamin Edwards Inc’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Benjamin Edwards Inc’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-354,611
Closed -$8.94M – 1151
2024
Q3 		$8.94M Buy
354,611
+318,867
+892% +$8.01M 0.13% 178
2024
Q2 		$898K Buy
35,744
+2,451
+7% +$61.4K 0.17% 142
2024
Q1 		$834K Sell
33,293
-23,083
-41% -$577K 0.17% 145
2023
Q4 		$1.4M Sell
56,376
-3,785
-6% -$93.8K 0.31% 98
2023
Q3 		$1.49M Buy
60,161
+9,614
+19% +$237K 0.35% 85
2023
Q2 		$1.24M Buy
50,547
+471
+0.9% +$11.6K 0.29% 99
2023
Q1 		$1.23M Buy
50,076
+2,892
+6% +$70.9K 0.3% 94
2022
Q4 		$1.15M Sell
47,184
-81
-0.2% -$1.97K 0.3% 99
2022
Q3 		$1.15M Buy
47,265
+12,488
+36% +$308K 0.35% 92
2022
Q2 		$861K Buy
34,777
+5,960
+21% +$148K 0.25% 117
2022
Q1 		$723K Buy
28,817
+9,812
+52% +$250K 0.21% 136
2021
Q4 		$493K Buy
19,005
+1,843
+11% +$48K 0.16% 150
2021
Q3 		$451K Buy
17,162
+9,237
+117% +$243K 0.27% 118
2021
Q2 		$209K Sell
7,925
-8,456
-52% -$223K 0.14% 162
2021
Q1 		$432K Buy
16,381
+9,644
+143% +$255K 0.33% 102
2020
Q4 		$179K Buy
6,737
+1,660
+33% +$43.9K 0.14% 153
2020
Q3 		$134K Buy
5,077
+779
+18% +$20.6K 0.11% 151
2020
Q2 		$113K Sell
4,298
-1,951
-31% -$50.3K 0.09% 151
2020
Q1 		$154K Buy
6,249
+3,467
+125% +$88.2K 0.16% 126
2019
Q4 		$71K Buy
2,782
+127
+5% +$3.26K 0.14% 112
2019
Q3 		$68K Buy
2,655
+442
+20% +$11.3K 0.15% 114
2019
Q2 		$56K Buy
2,213
+238
+12% +$5.95K 0.14% 123
2019
Q1 		$49K Buy
+1,975
New +$48.2K 0.23% 121

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Benjamin Edwards Inc's IBDP Position: Q4 2024 in Review

Benjamin Edwards Inc sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 354,611 shares — an estimated $8.94M sold.

Benjamin Edwards Inc first reported a position in IBDP in Q1 2019 and held it in 23 quarters. The position peaked at $8.94M in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Benjamin Edwards Inc reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Benjamin Edwards Inc sold 354,611 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $8.94M.
  • Benjamin Edwards Inc first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2019 and held it in 23 quarters.
  • Benjamin Edwards Inc's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $8.94M in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Benjamin Edwards Inc's 13F filing for Q4 2024, filed 14 Feb 2025.