Benjamin Edwards Inc’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-23,513	Closed	-$533K	–	744
2022 Q3	$533K	Buy	23,513 +5,821	+33%	+$136K	0.16%	162
2022 Q2	$417K	Buy	17,692 +12,312	+229%	+$291K	0.12%	188
2022 Q1	$129K	Buy	+5,380	New	+$133K	0.04%	319
2021 Q2	–	Sell	-6,098	Closed	-$155K	–	425
2021 Q1	$155K	Sell	6,098 -732	-11%	-$18.9K	0.12%	169
2020 Q4	$179K	Buy	6,830 +851	+14%	+$22.3K	0.14%	151
2020 Q3	$157K	Buy	5,979 +1,393	+30%	+$36.7K	0.13%	139
2020 Q2	$121K	Buy	+4,586	New	+$120K	0.1%	144

Other funds holding IBTG

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

SBL

Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Benjamin Edwards Inc's IBTG Position: Q4 2022 in Review

Benjamin Edwards Inc sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q4 2022, closing a stake of 23,513 shares — an estimated $533K sold.

Benjamin Edwards Inc first reported a position in IBTG in Q2 2020 and held it in 7 quarters. The position peaked at $533K in Q3 2022. 70 funds tracked by Wall St. Rank hold IBTG as of Q4 2022.

Benjamin Edwards Inc reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
Benjamin Edwards Inc sold 23,513 iShares iBonds Dec 2026 Term Treasury ETF shares in Q4 2022, an estimated $533K.
Benjamin Edwards Inc first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2020 and held it in 7 quarters.
Benjamin Edwards Inc's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $533K in Q3 2022.
70 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q4 2022.

Based on Benjamin Edwards Inc's 13F filing for Q4 2022, filed 7 Feb 2023.