Benjamin Edwards Inc’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Benjamin Edwards Inc’s Portfolio IBTO Stock Details IBTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$729K	Buy	30,217 +906	+3%	+$21.9K	0.01%	922
2026 Q1	$715K	Buy	29,311 +344	+1%	+$8.45K	0.01%	865
2025 Q4	$711K	Buy	28,967 +1,072	+4%	+$26.5K	0.01%	829
2025 Q3	$688K	Buy	27,895 +3,649	+15%	+$89.3K	0.01%	823
2025 Q2	$594K	Buy	24,246 +3,769	+18%	+$91.2K	0.01%	793
2025 Q1	$500K	Buy	20,477 +1,979	+11%	+$47.4K	0.01%	780
2024 Q4	$437K	Buy	18,498 +822	+5%	+$19.9K	0.01%	862
2024 Q3	$444K	Buy	17,676 +15,844	+865%	+$392K	0.01%	829
2024 Q2	$44K	Buy	1,832 +18	+1%	+$429	0.01%	513
2024 Q1	$44K	Buy	1,814 +755	+71%	+$18.4K	0.01%	500
2023 Q4	$26K	Buy	+1,059	New	+$25.2K	0.01%	523

Other funds holding IBTO

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return

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

Benjamin Edwards Inc increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 3.1% in Q2 2026, buying an estimated $21.9K and bringing the position to 30,217 shares worth $729K. The position accounts for 0.01% of the portfolio, ranked #922.

Benjamin Edwards Inc first reported a position in IBTO in Q4 2023 and has held it in 11 quarters since. 83 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

Benjamin Edwards Inc held 30,217 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $729K as of Q2 2026.
Benjamin Edwards Inc bought 906 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2026, an estimated $21.9K.
iShares iBonds Dec 2033 Term Treasury ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #922 holding.
Benjamin Edwards Inc first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
83 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

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