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

Benjamin Edwards Inc’s Portfolio IBTJ Stock Details IBTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$716K Sell
33,094
-770,003
-96% -$16.7M 0.01% 928
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

Other funds holding IBTJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Benjamin Edwards Inc's IBTJ Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 96% in Q2 2026, selling an estimated $16.7M and leaving 33,094 shares worth $716K. The position accounts for 0.01% of the portfolio, ranked #928.

Benjamin Edwards Inc first reported a position in IBTJ in Q2 2020 and has held it in 24 quarters since. The position peaked at $17.5M in Q1 2026. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

  • Benjamin Edwards Inc held 33,094 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $716K as of Q2 2026.
  • Benjamin Edwards Inc sold 770,003 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $16.7M.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #928 holding.
  • Benjamin Edwards Inc first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q2 2020 and has held it in 24 quarters since.
  • Benjamin Edwards Inc's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $17.5M in Q1 2026.
  • 213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.