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

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$594K Buy
24,246
+3,769
+18% +$92.4K 0.01% 793
2025
Q1
$500K Buy
20,477
+1,979
+11% +$48.3K 0.01% 780
2024
Q4
$437K Buy
18,498
+822
+5% +$19.4K 0.01% 862
2024
Q3
$444K Buy
17,676
+15,844
+865% +$398K 0.01% 829
2024
Q2
$44K Buy
1,832
+18
+1% +$432 0.01% 513
2024
Q1
$44K Buy
1,814
+755
+71% +$18.3K 0.01% 500
2023
Q4
$26K Buy
+1,059
New +$26K 0.01% 523