BEI
IBDY icon

Benjamin Edwards Inc’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Benjamin Edwards Inc’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.93M Sell
152,729
-25,867
-14% -$667K 0.04% 408
2026
Q1 		$4.62M Buy
178,596
+7,503
+4% +$196K 0.05% 356
2025
Q4 		$4.47M Sell
171,093
-13,235
-7% -$347K 0.05% 332
2025
Q3 		$4.83M Buy
184,328
+8,192
+5% +$213K 0.05% 305
2025
Q2 		$4.56M Buy
176,136
+9,488
+6% +$241K 0.06% 298
2025
Q1 		$4.26M Buy
166,648
+8,474
+5% +$214K 0.06% 282
2024
Q4 		$3.97M Buy
158,174
+4,847
+3% +$124K 0.06% 298
2024
Q3 		$4.05M Buy
153,327
+127,803
+501% +$3.31M 0.06% 297
2024
Q2 		$643K Buy
25,524
+4,145
+19% +$104K 0.12% 180
2024
Q1 		$545K Sell
21,379
-2,136
-9% -$54.3K 0.11% 209
2023
Q4 		$608K Buy
+23,515
New +$575K 0.13% 181

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Benjamin Edwards Inc reduced its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 14% in Q2 2026, selling an estimated $667K and leaving 152,729 shares worth $3.93M. The position accounts for 0.04% of the portfolio, ranked #408.

Benjamin Edwards Inc first reported a position in IBDY in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.83M in Q3 2025. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Benjamin Edwards Inc held 152,729 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $3.93M as of Q2 2026.
  • Benjamin Edwards Inc sold 25,867 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $667K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.04% of Benjamin Edwards Inc's portfolio in Q2 2026, its #408 holding.
  • Benjamin Edwards Inc first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
  • Benjamin Edwards Inc's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $4.83M in Q3 2025.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

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