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
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 $530B AUM 22.01% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 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 $1.32B AUM 22.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Benjamin Edwards Inc's IBTL Position: Q1 2026 in Review

Benjamin Edwards Inc increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 1.3% in Q1 2026, buying an estimated $9.54K and bringing the position to 35,013 shares worth $714K. The position accounts for 0.01% of the portfolio, ranked #866.

Benjamin Edwards Inc first reported a position in IBTL in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.28M in Q3 2022. 128 funds tracked by Wall St. Rank hold IBTL as of Q1 2026.

  • Benjamin Edwards Inc held 35,013 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $714K as of Q1 2026.
  • Benjamin Edwards Inc bought 465 iShares iBonds Dec 2031 Term Treasury ETF shares in Q1 2026, an estimated $9.54K.
  • iShares iBonds Dec 2031 Term Treasury ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #866 holding.
  • Benjamin Edwards Inc first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q1 2022 and has held it in 17 quarters since.
  • Benjamin Edwards Inc's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $1.28M in Q3 2022.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.