Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BEI
Benjamin Edwards Inc’s
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
Stock Holding History
Benjamin Edwards Inc’s Portfolio
IBDX Stock Details
IBDX Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$4.49M
Buy
177,791
+2,296
+1%
+$58.6K
0.04%
361
2025
Q4
$4.48M
Sell
175,495
-13,186
-7%
-$337K
0.05%
327
2025
Q3
$4.83M
Buy
188,681
+8,176
+5%
+$207K
0.05%
306
2025
Q2
$4.56M
Sell
180,505
-9,979
-5%
-$248K
0.06%
297
2025
Q1
$4.76M
Buy
190,484
+8,284
+5%
+$205K
0.07%
267
2024
Q4
$4.48M
Buy
182,200
+5,982
+3%
+$150K
0.06%
277
2024
Q3
$4.53M
Buy
176,218
+148,180
+528%
+$3.74M
0.07%
277
2024
Q2
$689K
Buy
28,038
+3,388
+14%
+$82.7K
0.13%
168
2024
Q1
$612K
Sell
24,650
-1,731
-7%
-$42.9K
0.12%
190
2023
Q4
$666K
Sell
26,381
-544
-2%
-$13K
0.15%
163
2023
Q3
$632K
Sell
26,925
-224
-0.8%
-$5.41K
0.15%
154
2023
Q2
$668K
Buy
27,149
+399
+1%
+$9.88K
0.16%
149
2023
Q1
$671K
Buy
26,750
+1,640
+7%
+$40.6K
0.16%
151
2022
Q4
$607K
Buy
25,110
+22,049
+720%
+$529K
0.16%
159
2022
Q3
$72K
Buy
+3,061
New
+$77.5K
0.02%
383
Other funds holding IBDX
ACA
Aptus Capital Advisors
Fairhope, Alabama
$11.9B AUM
17.41%
1-Year Est. Return
CIA
Capital Investment Advisors
Atlanta, Georgia
$6.84B AUM
17.28%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
CAI
Capital Advisors Inc
Tulsa, Oklahoma
$6.22B AUM
22.28%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
SF
Summit Financial
Parsippany, New Jersey
$7.85B AUM
20.99%
1-Year Est. Return
SIC
Sigma Investment Counselors
Northville, Michigan
$1.89B AUM
14.55%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
KA
Klingman & Associates
New York
$2.09B AUM
16.49%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close