Benjamin Edwards Inc’s iShares iBonds Dec 2034 Term Treasury ETF IBTP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18.4M	Buy	723,444 +217,476	+43%	+$5.53M	0.17%	160
2026 Q1	$13M	Buy	505,968 +38,078	+8%	+$983K	0.13%	175
2025 Q4	$12.1M	Buy	467,890 +441,311	+1,660%	+$11.5M	0.13%	168
2025 Q3	$689K	Buy	26,579 +3,481	+15%	+$89.3K	0.01%	822
2025 Q2	$594K	Buy	+23,098	New	+$586K	0.01%	794

Other funds holding IBTP

AUB

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

CIM

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

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

APW

Atlantic Private Wealth Chapel Hill, North Carolina $163M AUM 19.54% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

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

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

Benjamin Edwards Inc increased its iShares iBonds Dec 2034 Term Treasury ETF (IBTP) stake by 43% in Q2 2026, buying an estimated $5.53M and bringing the position to 723,444 shares worth $18.4M. The position accounts for 0.17% of the portfolio, ranked #160.

Benjamin Edwards Inc first reported a position in IBTP in Q2 2025 and has held it in 5 quarters since. 63 funds tracked by Wall St. Rank hold IBTP as of Q2 2026.

Benjamin Edwards Inc held 723,444 shares of iShares iBonds Dec 2034 Term Treasury ETF worth $18.4M as of Q2 2026.
Benjamin Edwards Inc bought 217,476 iShares iBonds Dec 2034 Term Treasury ETF shares in Q2 2026, an estimated $5.53M.
iShares iBonds Dec 2034 Term Treasury ETF made up 0.17% of Benjamin Edwards Inc's portfolio in Q2 2026, its #160 holding.
Benjamin Edwards Inc first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
63 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q2 2026.

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