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 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 $6.84B AUM 17.28% 1-Year Est. Return

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

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

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

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return

EFP

Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Benjamin Edwards Inc increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 4.4% in Q1 2026, buying an estimated $196K and bringing the position to 178,596 shares worth $4.62M. The position accounts for 0.05% of the portfolio, ranked #356.

Benjamin Edwards Inc first reported a position in IBDY in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.83M in Q3 2025. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

Benjamin Edwards Inc held 178,596 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $4.62M as of Q1 2026.
Benjamin Edwards Inc bought 7,503 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2026, an estimated $196K.
iShares iBonds Dec 2033 Term Corporate ETF made up 0.05% of Benjamin Edwards Inc's portfolio in Q1 2026, its #356 holding.
Benjamin Edwards Inc first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
Benjamin Edwards Inc's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $4.83M in Q3 2025.
161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

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