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Benjamin Edwards Inc’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Benjamin Edwards Inc’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.7M Buy
778,356
+37,703
+5% +$952K 0.18% 149
2026
Q1 		$18.8M Buy
740,653
+64,893
+10% +$1.65M 0.19% 140
2025
Q4 		$17.2M Buy
675,760
+38,370
+6% +$977K 0.19% 131
2025
Q3 		$16.3M Buy
637,390
+131,024
+26% +$3.33M 0.18% 131
2025
Q2 		$12.9M Buy
506,366
+92,546
+22% +$2.33M 0.16% 143
2025
Q1 		$10.5M Buy
413,820
+24,399
+6% +$611K 0.15% 154
2024
Q4 		$9.7M Buy
389,421
+15,472
+4% +$389K 0.14% 167
2024
Q3 		$9.55M Buy
373,949
+337,942
+939% +$8.52M 0.14% 171
2024
Q2 		$892K Buy
36,007
+3,613
+11% +$89.1K 0.17% 143
2024
Q1 		$807K Sell
32,394
-1,865
-5% -$46.4K 0.16% 150
2023
Q4 		$860K Buy
34,259
+8,388
+32% +$204K 0.19% 144
2023
Q3 		$622K Sell
25,871
-237
-0.9% -$5.77K 0.15% 157
2023
Q2 		$640K Buy
26,108
+381
+1% +$9.43K 0.15% 153
2023
Q1 		$642K Buy
25,727
+1,479
+6% +$36.5K 0.16% 157
2022
Q4 		$589K Sell
24,248
-1,108
-4% -$26.7K 0.15% 164
2022
Q3 		$603K Buy
25,356
+1,427
+6% +$35.6K 0.18% 147
2022
Q2 		$597K Buy
23,929
+2,640
+12% +$66.9K 0.18% 149
2022
Q1 		$561K Buy
21,289
+9,742
+84% +$265K 0.16% 154
2021
Q4 		$327K Buy
11,547
+1,684
+17% +$47.9K 0.11% 193
2021
Q3 		$283K Buy
9,863
+2,433
+33% +$70.5K 0.17% 151
2021
Q2 		$215K Sell
7,430
-18
-0.2% -$515 0.15% 157
2021
Q1 		$211K Buy
7,448
+272
+4% +$7.86K 0.16% 149
2020
Q4 		$212K Buy
7,176
+1,827
+34% +$53.5K 0.16% 140
2020
Q3 		$156K Buy
5,349
+364
+7% +$10.6K 0.13% 143
2020
Q2 		$144K Sell
4,985
-7,884
-61% -$219K 0.12% 136
2020
Q1 		$338K Buy
12,869
+2,097
+19% +$58K 0.35% 98
2019
Q4 		$299K Buy
10,772
+80
+0.7% +$2.22K 0.61% 42
2019
Q3 		$297K Buy
10,692
+1,510
+16% +$41.5K 0.64% 41
2019
Q2 		$249K Sell
9,182
-3,649
-28% -$96.1K 0.6% 42
2019
Q1 		$335K Buy
+12,831
New +$327K 1.6% 13

Other funds holding IBDT

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

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

Benjamin Edwards Inc increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 5.1% in Q2 2026, buying an estimated $952K and bringing the position to 778,356 shares worth $19.7M. The position accounts for 0.18% of the portfolio, ranked #149.

Benjamin Edwards Inc first reported a position in IBDT in Q1 2019 and has held it in 30 quarters since. 151 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Benjamin Edwards Inc held 778,356 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $19.7M as of Q2 2026.
  • Benjamin Edwards Inc bought 37,703 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $952K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.18% of Benjamin Edwards Inc's portfolio in Q2 2026, its #149 holding.
  • Benjamin Edwards Inc first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2019 and has held it in 30 quarters since.
  • 151 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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