BEI
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Benjamin Edwards Inc’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Benjamin Edwards Inc’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.03M Sell
193,491
-26,075
-12% -$544K 0.04% 403
2026
Q1 		$4.6M Buy
219,566
+8,370
+4% +$177K 0.05% 357
2025
Q4 		$4.47M Sell
211,196
-16,172
-7% -$343K 0.05% 333
2025
Q3 		$4.82M Buy
227,368
+9,810
+5% +$207K 0.05% 307
2025
Q2 		$4.58M Buy
217,558
+12,409
+6% +$256K 0.06% 296
2025
Q1 		$4.26M Buy
205,149
+9,388
+5% +$193K 0.06% 283
2024
Q4 		$3.98M Buy
195,761
+7,203
+4% +$149K 0.06% 297
2024
Q3 		$4M Buy
188,558
+156,894
+495% +$3.27M 0.06% 301
2024
Q2 		$642K Buy
31,664
+6,266
+25% +$126K 0.12% 181
2024
Q1 		$520K Sell
25,398
-2,879
-10% -$58.9K 0.1% 215
2023
Q4 		$587K Sell
28,277
-191
-0.7% -$3.76K 0.13% 187
2023
Q3 		$552K Sell
28,468
-367
-1% -$7.3K 0.13% 175
2023
Q2 		$584K Buy
28,835
+440
+2% +$8.98K 0.14% 169
2023
Q1 		$586K Buy
28,395
+1,701
+6% +$34.7K 0.14% 170
2022
Q4 		$531K Sell
26,694
-105,020
-80% -$2.08M 0.14% 173
2022
Q3 		$2.57M Buy
131,714
+747
+0.6% +$15.6K 0.77% 36
2022
Q2 		$2.73M Buy
130,967
+109,691
+516% +$2.34M 0.8% 33
2022
Q1 		$484K Buy
21,276
+11,573
+119% +$273K 0.14% 166
2021
Q4 		$241K Buy
+9,703
New +$241K 0.08% 233

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

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

Benjamin Edwards Inc reduced its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 12% in Q2 2026, selling an estimated $544K and leaving 193,491 shares worth $4.03M. The position accounts for 0.04% of the portfolio, ranked #403.

Benjamin Edwards Inc first reported a position in IBDW in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.82M in Q3 2025. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Benjamin Edwards Inc held 193,491 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $4.03M as of Q2 2026.
  • Benjamin Edwards Inc sold 26,075 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $544K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.04% of Benjamin Edwards Inc's portfolio in Q2 2026, its #403 holding.
  • Benjamin Edwards Inc first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2021 and has held it in 19 quarters since.
  • Benjamin Edwards Inc's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $4.82M in Q3 2025.
  • 290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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