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Benjamin Edwards Inc’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Benjamin Edwards Inc’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-591,437
Closed -$13M – 1119
2024
Q4 		$13M Sell
591,437
-218,211
-27% -$4.81M 0.19% 136
2024
Q3 		$18.2M Buy
+809,648
New +$18M 0.27% 108
2022
Q4 		– Sell
-317
Closed -$7K – 745
2022
Q3 		$7K Buy
+317
New +$7.22K ﹤0.01% 592
2021
Q3 		– Sell
-29,240
Closed -$744K – 543
2021
Q2 		$744K Buy
29,240
+23,132
+379% +$586K 0.51% 78
2021
Q1 		$153K Sell
6,108
-670
-10% -$17.2K 0.12% 171
2020
Q4 		$178K Buy
6,778
+871
+15% +$22.9K 0.14% 155
2020
Q3 		$157K Buy
5,907
+1,370
+30% +$36.5K 0.13% 141
2020
Q2 		$121K Buy
+4,537
New +$120K 0.1% 145

Other funds holding IBTI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
HAS
Horizon Advisory Services West Henrietta, New York $195M AUM 14.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return