BEI
IBTQ

Benjamin Edwards Inc’s iShares iBonds Dec 2035 Term Treasury ETF IBTQ Stock Holding History

Benjamin Edwards Inc’s Portfolio IBTQ Stock Details IBTQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.3M Buy
968,696
+868,597
+868% +$21.8M 0.22% 121
2026
Q1 		$2.53M Buy
100,099
+22,468
+29% +$573K 0.03% 482
2025
Q4 		$1.98M Buy
+77,631
New +$1.99M 0.02% 506

Other funds holding IBTQ

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
SPP
Single Point Partners Boston, Massachusetts $568M AUM 19.02% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
HA
Hyposwiss Advisors Geneva $106M AUM
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

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

Benjamin Edwards Inc increased its iShares iBonds Dec 2035 Term Treasury ETF (IBTQ) stake by 868% in Q2 2026, buying an estimated $21.8M and bringing the position to 968,696 shares worth $24.3M. The position accounts for 0.22% of the portfolio, ranked #121.

Benjamin Edwards Inc first reported a position in IBTQ in Q4 2025 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold IBTQ as of Q2 2026.

  • Benjamin Edwards Inc held 968,696 shares of iShares iBonds Dec 2035 Term Treasury ETF worth $24.3M as of Q2 2026.
  • Benjamin Edwards Inc bought 868,597 iShares iBonds Dec 2035 Term Treasury ETF shares in Q2 2026, an estimated $21.8M.
  • iShares iBonds Dec 2035 Term Treasury ETF made up 0.22% of Benjamin Edwards Inc's portfolio in Q2 2026, its #121 holding.
  • Benjamin Edwards Inc first reported a position in iShares iBonds Dec 2035 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 8 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Treasury ETF as of Q2 2026.

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