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Benjamin Edwards Inc’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Benjamin Edwards Inc’s Portfolio IBTM Stock Details IBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$724K Buy
31,918
+978
+3% +$22.2K 0.01% 925
2026
Q1 		$709K Buy
30,940
+178
+0.6% +$4.11K 0.01% 869
2025
Q4 		$710K Buy
30,762
+1,770
+6% +$41K 0.01% 831
2025
Q3 		$671K Buy
28,992
+3,266
+13% +$75.1K 0.01% 837
2025
Q2 		$592K Buy
+25,726
New +$585K 0.01% 796

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Benjamin Edwards Inc increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 3.2% in Q2 2026, buying an estimated $22.2K and bringing the position to 31,918 shares worth $724K. The position accounts for 0.01% of the portfolio, ranked #925.

Benjamin Edwards Inc first reported a position in IBTM in Q2 2025 and has held it in 5 quarters since. 106 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

  • Benjamin Edwards Inc held 31,918 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $724K as of Q2 2026.
  • Benjamin Edwards Inc bought 978 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $22.2K.
  • iShares iBonds Dec 2032 Term Treasury ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #925 holding.
  • Benjamin Edwards Inc first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • 106 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

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