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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
Q2 		$3.85M Sell
152,965
-24,826
-14% -$626K 0.04% 416
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 $14.6B AUM 22.78% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

Benjamin Edwards Inc reduced its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 14% in Q2 2026, selling an estimated $626K and leaving 152,965 shares worth $3.85M. The position accounts for 0.04% of the portfolio, ranked #416.

Benjamin Edwards Inc first reported a position in IBDX in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.83M in Q3 2025. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

  • Benjamin Edwards Inc held 152,965 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $3.85M as of Q2 2026.
  • Benjamin Edwards Inc sold 24,826 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $626K.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 0.04% of Benjamin Edwards Inc's portfolio in Q2 2026, its #416 holding.
  • Benjamin Edwards Inc first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q3 2022 and has held it in 16 quarters since.
  • Benjamin Edwards Inc's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $4.83M in Q3 2025.
  • 228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

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