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Benjamin Edwards Inc’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Benjamin Edwards Inc’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.8M Buy
818,429
+30,440
+4% +$737K 0.18% 147
2026
Q1 		$19.1M Buy
787,989
+57,674
+8% +$1.4M 0.19% 139
2025
Q4 		$17.7M Buy
730,315
+26,731
+4% +$649K 0.2% 127
2025
Q3 		$17.1M Buy
703,584
+30,425
+5% +$738K 0.19% 126
2025
Q2 		$16.3M Buy
673,159
+80,878
+14% +$1.95M 0.21% 117
2025
Q1 		$14.3M Buy
592,281
+70,998
+14% +$1.71M 0.2% 122
2024
Q4 		$12.5M Buy
521,283
+76,338
+17% +$1.84M 0.18% 139
2024
Q3 		$10.8M Buy
444,945
+408,955
+1,136% +$9.86M 0.16% 156
2024
Q2 		$854K Buy
35,990
+3,547
+11% +$83.9K 0.16% 146
2024
Q1 		$772K Sell
32,443
-2,762
-8% -$65.8K 0.15% 157
2023
Q4 		$842K Sell
35,205
-249
-0.7% -$5.81K 0.18% 146
2023
Q3 		$820K Buy
35,454
+9,245
+35% +$216K 0.19% 138
2023
Q2 		$615K Buy
26,209
+409
+2% +$9.68K 0.14% 161
2023
Q1 		$615K Buy
25,800
+1,569
+6% +$37K 0.15% 165
2022
Q4 		$566K Buy
24,231
+773
+3% +$17.9K 0.15% 168
2022
Q3 		$540K Buy
23,458
+1,453
+7% +$34.7K 0.16% 159
2022
Q2 		$525K Buy
22,005
+2,675
+14% +$64.6K 0.15% 164
2022
Q1 		$482K Buy
19,330
+10,311
+114% +$264K 0.14% 169
2021
Q4 		$240K Buy
9,019
+507
+6% +$13.5K 0.08% 234
2021
Q3 		$230K Buy
8,512
+640
+8% +$17.4K 0.14% 166
2021
Q2 		$213K Sell
7,872
-7
-0.1% -$189 0.15% 159
2021
Q1 		$211K Buy
7,879
+228
+3% +$6.21K 0.16% 148
2020
Q4 		$211K Buy
7,651
+1,935
+34% +$52.8K 0.16% 141
2020
Q3 		$155K Buy
5,716
+397
+7% +$10.8K 0.13% 144
2020
Q2 		$143K Sell
5,319
-8,442
-61% -$220K 0.12% 138
2020
Q1 		$337K Buy
13,761
+2,285
+20% +$58.9K 0.35% 99
2019
Q4 		$298K Buy
11,476
+112
+1% +$2.9K 0.61% 43
2019
Q3 		$295K Buy
11,364
+1,574
+16% +$40.5K 0.64% 42
2019
Q2 		$250K Sell
9,790
-3,897
-28% -$96.4K 0.6% 41
2019
Q1 		$336K Buy
+13,687
New +$327K 1.61% 12

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

Benjamin Edwards Inc increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 3.9% in Q2 2026, buying an estimated $737K and bringing the position to 818,429 shares worth $19.8M. The position accounts for 0.18% of the portfolio, ranked #147.

Benjamin Edwards Inc first reported a position in IBDS in Q1 2019 and has held it in 30 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • Benjamin Edwards Inc held 818,429 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $19.8M as of Q2 2026.
  • Benjamin Edwards Inc bought 30,440 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $737K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.18% of Benjamin Edwards Inc's portfolio in Q2 2026, its #147 holding.
  • Benjamin Edwards Inc first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2019 and has held it in 30 quarters since.
  • 416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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