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

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Bank of America

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

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

Krilogy Financial St. Louis, Missouri $3.1B AUM 20.67% 1-Year Est. Return

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return