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 New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

HAS

Horizon Advisory Services West Henrietta, New York $238M AUM 17.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Benjamin Edwards Inc's IBTI Position: Q1 2025 in Review

Benjamin Edwards Inc sold out of iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q1 2025, closing a stake of 591,437 shares — an estimated $13M sold.

Benjamin Edwards Inc first reported a position in IBTI in Q2 2020 and held it in 8 quarters. The position peaked at $18.2M in Q3 2024. 186 funds tracked by Wall St. Rank hold IBTI as of Q1 2025.

Benjamin Edwards Inc reported no remaining iShares iBonds Dec 2028 Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
Benjamin Edwards Inc sold 591,437 iShares iBonds Dec 2028 Term Treasury ETF shares in Q1 2025, an estimated $13M.
Benjamin Edwards Inc first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q2 2020 and held it in 8 quarters.
Benjamin Edwards Inc's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $18.2M in Q3 2024.
186 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2025.

Based on Benjamin Edwards Inc's 13F filing for Q1 2025, filed 12 May 2025.