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Benjamin Edwards Inc’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Benjamin Edwards Inc’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.36M Sell
404,090
-25,993
-6% -$603K 0.09% 245
2026
Q1 		$10M Buy
430,083
+9,047
+2% +$212K 0.1% 203
2025
Q4 		$9.85M Sell
421,036
-10,549
-2% -$247K 0.11% 192
2025
Q3 		$10.1M Buy
431,585
+23,007
+6% +$537K 0.11% 183
2025
Q2 		$9.53M Buy
408,578
+11,714
+3% +$270K 0.12% 177
2025
Q1 		$9.18M Sell
396,864
-860,220
-68% -$19.7M 0.13% 173
2024
Q4 		$28.7M Buy
1,257,084
+221,027
+21% +$5.09M 0.41% 68
2024
Q3 		$24.4M Buy
1,036,057
+1,007,757
+3,561% +$23.4M 0.35% 81
2024
Q2 		$642K Buy
28,300
+4,508
+19% +$102K 0.12% 182
2024
Q1 		$543K Sell
23,792
-2,510
-10% -$57.3K 0.11% 210
2023
Q4 		$607K Sell
26,302
-150
-0.6% -$3.33K 0.13% 182
2023
Q3 		$579K Sell
26,452
-302
-1% -$6.71K 0.14% 167
2023
Q2 		$601K Buy
26,754
+425
+2% +$9.63K 0.14% 165
2023
Q1 		$602K Buy
26,329
+1,606
+6% +$36.3K 0.15% 169
2022
Q4 		$548K Sell
24,723
-34,556
-58% -$761K 0.14% 170
2022
Q3 		$1.29M Buy
59,279
+26,452
+81% +$606K 0.39% 75
2022
Q2 		$750K Buy
32,827
+13,114
+67% +$305K 0.22% 130
2022
Q1 		$483K Buy
19,713
+10,523
+115% +$265K 0.14% 167
2021
Q4 		$242K Buy
9,190
+521
+6% +$13.8K 0.08% 232
2021
Q3 		$231K Buy
8,669
+659
+8% +$17.8K 0.14% 165
2021
Q2 		$215K Sell
8,010
-7
-0.1% -$185 0.15% 158
2021
Q1 		$209K Buy
8,017
+1,321
+20% +$35.3K 0.16% 152
2020
Q4 		$184K Buy
6,696
+1,672
+33% +$45.5K 0.14% 150
2020
Q3 		$136K Buy
5,024
+766
+18% +$20.8K 0.11% 150
2020
Q2 		$114K Sell
4,258
-9,028
-68% -$232K 0.1% 150
2020
Q1 		$320K Buy
+13,286
New +$338K 0.33% 104

Other funds holding IBDU

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

Benjamin Edwards Inc reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 6% in Q2 2026, selling an estimated $603K and leaving 404,090 shares worth $9.36M. The position accounts for 0.09% of the portfolio, ranked #245.

Benjamin Edwards Inc first reported a position in IBDU in Q1 2020 and has held it in 26 quarters since. The position peaked at $28.7M in Q4 2024. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Benjamin Edwards Inc held 404,090 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $9.36M as of Q2 2026.
  • Benjamin Edwards Inc sold 25,993 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $603K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.09% of Benjamin Edwards Inc's portfolio in Q2 2026, its #245 holding.
  • Benjamin Edwards Inc first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2020 and has held it in 26 quarters since.
  • Benjamin Edwards Inc's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $28.7M in Q4 2024.
  • 386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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