BEI
IBTO icon

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
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

GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Benjamin Edwards Inc increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 1.2% in Q1 2026, buying an estimated $8.45K and bringing the position to 29,311 shares worth $715K. The position accounts for 0.01% of the portfolio, ranked #865.

Benjamin Edwards Inc first reported a position in IBTO in Q4 2023 and has held it in 10 quarters since. 84 funds tracked by Wall St. Rank hold IBTO as of Q1 2026.

  • Benjamin Edwards Inc held 29,311 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $715K as of Q1 2026.
  • Benjamin Edwards Inc bought 344 iShares iBonds Dec 2033 Term Treasury ETF shares in Q1 2026, an estimated $8.45K.
  • iShares iBonds Dec 2033 Term Treasury ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #865 holding.
  • Benjamin Edwards Inc first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
  • 84 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2026.

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