BEI
IBDQ

Benjamin Edwards Inc’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Benjamin Edwards Inc’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-391,421
Closed -$9.86M – 1341
2025
Q3 		$9.86M Sell
391,421
-63,448
-14% -$1.59M 0.11% 186
2025
Q2 		$11.5M Sell
454,869
-7,717
-2% -$194K 0.15% 154
2025
Q1 		$11.6M Buy
462,586
+21,461
+5% +$539K 0.16% 142
2024
Q4 		$11.1M Buy
441,125
+35,468
+9% +$889K 0.16% 154
2024
Q3 		$10.2M Buy
405,657
+287,951
+245% +$7.19M 0.15% 162
2024
Q2 		$2.93M Buy
117,706
+21,690
+23% +$537K 0.56% 43
2024
Q1 		$2.38M Buy
96,016
+598
+0.6% +$14.8K 0.47% 56
2023
Q4 		$2.36M Sell
95,418
-5,568
-6% -$136K 0.52% 52
2023
Q3 		$2.46M Buy
100,986
+10,165
+11% +$248K 0.58% 51
2023
Q2 		$2.21M Sell
90,821
-681
-0.7% -$16.7K 0.51% 59
2023
Q1 		$2.25M Buy
91,502
+67,664
+284% +$1.65M 0.55% 51
2022
Q4 		$580K Buy
23,838
+1,051
+5% +$25.5K 0.15% 165
2022
Q3 		$550K Buy
22,787
+1,136
+5% +$28K 0.17% 157
2022
Q2 		$535K Buy
21,651
+2,626
+14% +$65.4K 0.16% 162
2022
Q1 		$480K Buy
19,025
+10,081
+113% +$260K 0.14% 172
2021
Q4 		$236K Buy
8,944
+502
+6% +$13.3K 0.08% 238
2021
Q3 		$227K Buy
8,442
+648
+8% +$17.5K 0.14% 168
2021
Q2 		$210K Sell
7,794
-10,454
-57% -$282K 0.14% 161
2021
Q1 		$490K Buy
18,248
+599
+3% +$16.2K 0.37% 93
2020
Q4 		$483K Sell
17,649
-1,297
-7% -$35.3K 0.37% 95
2020
Q3 		$514K Sell
18,946
-736
-4% -$20K 0.42% 84
2020
Q2 		$531K Sell
19,682
-8,755
-31% -$230K 0.44% 75
2020
Q1 		$710K Buy
28,437
+17,205
+153% +$443K 0.74% 40
2019
Q4 		$291K Buy
11,232
+116
+1% +$3K 0.59% 44
2019
Q3 		$288K Buy
11,116
+1,134
+11% +$29.2K 0.62% 43
2019
Q2 		$256K Sell
9,982
-3,751
-27% -$93.8K 0.62% 38
2019
Q1 		$342K Buy
+13,733
New +$334K 1.64% 10

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Benjamin Edwards Inc's IBDQ Position: Q4 2025 in Review

Benjamin Edwards Inc sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 391,421 shares — an estimated $9.86M sold.

Benjamin Edwards Inc first reported a position in IBDQ in Q1 2019 and held it in 27 quarters. The position peaked at $11.6M in Q1 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Benjamin Edwards Inc reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Benjamin Edwards Inc sold 391,421 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $9.86M.
  • Benjamin Edwards Inc first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2019 and held it in 27 quarters.
  • Benjamin Edwards Inc's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $11.6M in Q1 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Benjamin Edwards Inc's 13F filing for Q4 2025, filed 2 Feb 2026.