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 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 $12.7B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Benjamin Edwards Inc's IBDW Position: Q1 2026 in Review

Benjamin Edwards Inc increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 4% in Q1 2026, buying an estimated $177K and bringing the position to 219,566 shares worth $4.6M. The position accounts for 0.05% of the portfolio, ranked #357.

Benjamin Edwards Inc first reported a position in IBDW in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.82M in Q3 2025. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Benjamin Edwards Inc held 219,566 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $4.6M as of Q1 2026.
Benjamin Edwards Inc bought 8,370 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $177K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.05% of Benjamin Edwards Inc's portfolio in Q1 2026, its #357 holding.
Benjamin Edwards Inc first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2021 and has held it in 18 quarters since.
Benjamin Edwards Inc's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $4.82M in Q3 2025.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.