BEI
IBTL icon

Benjamin Edwards Inc’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Benjamin Edwards Inc’s Portfolio IBTL Stock Details IBTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$729K Buy
36,105
+1,092
+3% +$22.1K 0.01% 923
2026
Q1 		$714K Buy
35,013
+465
+1% +$9.54K 0.01% 866
2025
Q4 		$709K Buy
34,548
+2,529
+8% +$52.1K 0.01% 832
2025
Q3 		$659K Buy
32,019
+3,142
+11% +$64.3K 0.01% 845
2025
Q2 		$592K Buy
28,877
+4,396
+18% +$89K 0.01% 797
2025
Q1 		$498K Buy
24,481
+2,238
+10% +$44.7K 0.01% 782
2024
Q4 		$440K Buy
22,243
+951
+4% +$19.1K 0.01% 858
2024
Q3 		$443K Buy
21,292
+19,096
+870% +$392K 0.01% 830
2024
Q2 		$44K Buy
2,196
+11
+0.5% +$218 0.01% 512
2024
Q1 		$44K Buy
2,185
+919
+73% +$18.6K 0.01% 499
2023
Q4 		$26K Sell
1,266
-343
-21% -$6.78K 0.01% 522
2023
Q3 		$31K Buy
1,609
+76
+5% +$1.53K 0.01% 503
2023
Q2 		$32K Sell
1,533
-22
-1% -$461 0.01% 503
2023
Q1 		$33K Buy
1,555
+6
+0.4% +$125 0.01% 499
2022
Q4 		$32K Sell
1,549
-60,623
-98% -$1.24M 0.01% 454
2022
Q3 		$1.28M Buy
62,172
+58,538
+1,611% +$1.27M 0.38% 77
2022
Q2 		$79K Buy
3,634
+172
+5% +$3.77K 0.02% 374
2022
Q1 		$80K Buy
+3,462
New +$82.5K 0.02% 400

Other funds holding IBTL

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Benjamin Edwards Inc increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 3.1% in Q2 2026, buying an estimated $22.1K and bringing the position to 36,105 shares worth $729K. The position accounts for 0.01% of the portfolio, ranked #923.

Benjamin Edwards Inc first reported a position in IBTL in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.28M in Q3 2022. 133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

  • Benjamin Edwards Inc held 36,105 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $729K as of Q2 2026.
  • Benjamin Edwards Inc bought 1,092 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2026, an estimated $22.1K.
  • iShares iBonds Dec 2031 Term Treasury ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #923 holding.
  • Benjamin Edwards Inc first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q1 2022 and has held it in 18 quarters since.
  • Benjamin Edwards Inc's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $1.28M in Q3 2022.
  • 133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

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