Benjamin Edwards Inc’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Benjamin Edwards Inc’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.3M	Buy	838,929 +29,340	+4%	+$710K	0.19%	146
2026 Q1	$19.6M	Buy	809,589 +56,657	+8%	+$1.37M	0.2%	135
2025 Q4	$18.2M	Buy	752,932 +29,077	+4%	+$705K	0.2%	125
2025 Q3	$17.6M	Buy	723,855 +39,422	+6%	+$955K	0.2%	125
2025 Q2	$16.6M	Buy	684,433 +77,193	+13%	+$1.86M	0.21%	115
2025 Q1	$14.7M	Buy	607,240 +62,574	+11%	+$1.51M	0.21%	119
2024 Q4	$13.1M	Buy	544,666 +75,215	+16%	+$1.81M	0.19%	134
2024 Q3	$11.4M	Buy	469,451 +341,803	+268%	+$8.23M	0.17%	149
2024 Q2	$3.04M	Buy	127,648 +24,440	+24%	+$580K	0.59%	39
2024 Q1	$2.46M	Buy	103,208 +800	+0.8%	+$19.1K	0.49%	53
2023 Q4	$2.45M	Sell	102,408 -5,765	-5%	-$135K	0.53%	50
2023 Q3	$2.52M	Buy	108,173 +11,111	+11%	+$260K	0.6%	49
2023 Q2	$2.28M	Sell	97,062 -821	-0.8%	-$19.4K	0.53%	57
2023 Q1	$2.32M	Buy	97,883 +153	+0.2%	+$3.6K	0.57%	49
2022 Q4	$2.28M	Buy	97,730 +6,472	+7%	+$150K	0.6%	44
2022 Q3	$2.11M	Buy	91,258 +484	+0.5%	+$11.5K	0.63%	42
2022 Q2	$2.16M	Buy	90,774 +25,772	+40%	+$620K	0.63%	43
2022 Q1	$1.6M	Buy	65,002 +52,601	+424%	+$1.33M	0.47%	61
2021 Q4	$323K	Buy	12,401 +1,817	+17%	+$47.6K	0.1%	194
2021 Q3	$280K	Buy	10,584 +2,646	+33%	+$70.5K	0.17%	152
2021 Q2	$211K	Sell	7,938 -6	-0.1%	-$159	0.14%	160
2021 Q1	$209K	Buy	7,944 +1,028	+15%	+$27.5K	0.16%	151
2020 Q4	$187K	Buy	6,916 +1,706	+33%	+$45.9K	0.15%	148
2020 Q3	$140K	Buy	5,210 +795	+18%	+$21.4K	0.12%	148
2020 Q2	$118K	Sell	4,415 -9,031	-67%	-$233K	0.1%	148
2020 Q1	$330K	Buy	13,446 +10,028	+293%	+$255K	0.34%	100
2019 Q4	$87K	Buy	3,418 +140	+4%	+$3.56K	0.18%	104
2019 Q3	$83K	Buy	3,278 +443	+16%	+$11.2K	0.18%	106
2019 Q2	$71K	Buy	2,835 +807	+40%	+$19.7K	0.17%	111
2019 Q1	$49K	Buy	+2,028	New	+$48K	0.23%	120

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Benjamin Edwards Inc's IBDR Position: Q2 2026 in Review

Benjamin Edwards Inc increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 3.6% in Q2 2026, buying an estimated $710K and bringing the position to 838,929 shares worth $20.3M. The position accounts for 0.19% of the portfolio, ranked #146.

Benjamin Edwards Inc first reported a position in IBDR in Q1 2019 and has held it in 30 quarters since. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Benjamin Edwards Inc held 838,929 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $20.3M as of Q2 2026.
Benjamin Edwards Inc bought 29,340 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $710K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.19% of Benjamin Edwards Inc's portfolio in Q2 2026, its #146 holding.
Benjamin Edwards Inc first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2019 and has held it in 30 quarters since.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.