Benjamin Edwards Inc’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Benjamin Edwards Inc’s Portfolio IBMQ Stock Details IBMQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.83M	Sell	71,357 -31,055	-30%	-$793K	0.02%	603
2026 Q1	$2.61M	Buy	102,412 +4,753	+5%	+$122K	0.03%	471
2025 Q4	$2.5M	Buy	97,659 +8,207	+9%	+$210K	0.03%	443
2025 Q3	$2.29M	Buy	89,452 +7,622	+9%	+$195K	0.03%	460
2025 Q2	$2.08M	Buy	81,830 +49,171	+151%	+$1.24M	0.03%	452
2025 Q1	$826K	Buy	32,659 +2,279	+8%	+$57.6K	0.01%	638
2024 Q4	$765K	Buy	30,380 +4,131	+16%	+$105K	0.01%	693
2024 Q3	$673K	Buy	+26,249	New	+$666K	0.01%	704
2021 Q1	–	Sell	-296	Closed	-$8K	–	387
2020 Q4	$8K	Buy	296 +15	+5%	+$410	0.01%	333
2020 Q3	$8K	Buy	281 +150	+115%	+$4.11K	0.01%	318
2020 Q2	$4K	Sell	131 -25	-16%	-$666	﹤0.01%	350
2020 Q1	$4K	Buy	+156	New	+$4.11K	﹤0.01%	340
2019 Q4	–	Sell	-71	Closed	-$2K	–	291
2019 Q3	$2K	Buy	+71	New	+$1.86K	﹤0.01%	280

Other funds holding IBMQ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Benjamin Edwards Inc reduced its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 30% in Q2 2026, selling an estimated $793K and leaving 71,357 shares worth $1.83M. The position accounts for 0.02% of the portfolio, ranked #603.

Benjamin Edwards Inc first reported a position in IBMQ in Q3 2019 and has held it in 13 quarters since. The position peaked at $2.61M in Q1 2026. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

Benjamin Edwards Inc held 71,357 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $1.83M as of Q2 2026.
Benjamin Edwards Inc sold 31,055 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $793K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.02% of Benjamin Edwards Inc's portfolio in Q2 2026, its #603 holding.
Benjamin Edwards Inc first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q3 2019 and has held it in 13 quarters since.
Benjamin Edwards Inc's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $2.61M in Q1 2026.
197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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