Benjamin Edwards Inc’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$17.5M	Buy	803,097 +51,443	+7%	+$1.13M	0.17%	151
2025 Q4	$16.5M	Buy	751,654 +43,230	+6%	+$950K	0.18%	135
2025 Q3	$15.6M	Buy	708,424 +44,400	+7%	+$972K	0.18%	133
2025 Q2	$14.6M	Buy	664,024 +4,807	+0.7%	+$105K	0.19%	125
2025 Q1	$14.4M	Buy	659,217 +637,608	+2,951%	+$13.7M	0.2%	121
2024 Q4	$461K	Buy	21,609 +850	+4%	+$18.3K	0.01%	843
2024 Q3	$459K	Buy	20,759 +18,721	+919%	+$409K	0.01%	820
2024 Q2	$44K	Sell	2,038 -8	-0.4%	-$170	0.01%	511
2024 Q1	$44K	Buy	2,046 +876	+75%	+$18.9K	0.01%	498
2023 Q4	$25K	Sell	1,170 -358	-23%	-$7.58K	0.01%	529
2023 Q3	$32K	Buy	1,528 +65	+4%	+$1.39K	0.01%	497
2023 Q2	$32K	Sell	1,463 -19	-1%	-$418	0.01%	502
2023 Q1	$33K	Buy	1,482 +5	+0.3%	+$110	0.01%	498
2022 Q4	$32K	Sell	1,477 -8,313	-85%	-$180K	0.01%	453
2022 Q3	$211K	Buy	9,790 +6,323	+182%	+$143K	0.06%	244
2022 Q2	$79K	Buy	3,467 +65	+2%	+$1.48K	0.02%	373
2022 Q1	$80K	Sell	3,402 -62	-2%	-$1.51K	0.02%	399
2021 Q4	$87K	Buy	3,464 +1,387	+67%	+$34.8K	0.03%	362
2021 Q3	$52K	Buy	+2,077	New	+$53K	0.03%	296
2021 Q2	–	Sell	-6,146	Closed	-$152K	–	426
2021 Q1	$152K	Sell	6,146 -635	-9%	-$16.2K	0.12%	173
2020 Q4	$178K	Buy	6,781 +892	+15%	+$23.5K	0.14%	156
2020 Q3	$157K	Buy	5,889 +1,369	+30%	+$36.5K	0.13%	142
2020 Q2	$120K	Buy	+4,520	New	+$120K	0.1%	147