BFEC
IBDQ

Benjamin F. Edwards & Company’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Benjamin F. Edwards & Company’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$22.9M Buy
922,286
+210,029
+29% +$5.2M 0.4% 73
2024
Q1 		$17.7M Buy
712,257
+83,078
+13% +$2.06M 0.32% 88
2023
Q4 		$15.6M Buy
629,179
+174,003
+38% +$4.26M 0.31% 94
2023
Q3 		$11.1M Buy
455,176
+56,764
+14% +$1.38M 0.43% 55
2023
Q2 		$9.71M Sell
398,412
-53,459
-12% -$1.31M 0.37% 60
2023
Q1 		$11.1M Buy
451,871
+152,276
+51% +$3.72M 0.46% 50
2022
Q4 		$7.29M Sell
299,595
-80,360
-21% -$1.95M 0.33% 76
2022
Q3 		$9.17M Buy
379,955
+325,970
+604% +$8.04M 0.46% 53
2022
Q2 		$1.33M Buy
53,985
+1,270
+2% +$31.6K 0.06% 273
2022
Q1 		$1.33M Buy
52,715
+33
+0.1% +$851 0.06% 296
2021
Q4 		$1.39M Sell
52,682
-2,972
-5% -$79K 0.06% 285
2021
Q3 		$1.49M Buy
55,654
+6,361
+13% +$172K 0.08% 252
2021
Q2 		$1.33M Buy
49,293
+889
+2% +$24K 0.07% 283
2021
Q1 		$1.3M Buy
48,404
+4,843
+11% +$131K 0.07% 281
2020
Q4 		$1.19M Buy
43,561
+61
+0.1% +$1.66K 0.07% 273
2020
Q3 		$1.18M Buy
43,500
+6,686
+18% +$182K 0.08% 252
2020
Q2 		$993K Sell
36,814
-128,482
-78% -$3.37M 0.07% 257
2020
Q1 		$4.13M Buy
165,296
+17,334
+12% +$447K 0.35% 73
2019
Q4 		$3.84M Buy
147,962
+18,778
+15% +$486K 0.27% 91
2019
Q3 		$3.34M Buy
129,184
+862
+0.7% +$22.2K 0.26% 95
2019
Q2 		$3.29M Sell
128,322
-19,193
-13% -$480K 0.28% 91
2019
Q1 		$3.67M Sell
147,515
-82,996
-36% -$2.02M 0.33% 73
2018
Q4 		$5.44M Sell
230,511
-5,497
-2% -$130K 0.56% 42
2018
Q3 		$5.64M Buy
236,008
+18,715
+9% +$449K 0.53% 41
2018
Q2 		$5.2M Buy
217,293
+5,568
+3% +$133K 0.51% 43
2018
Q1 		$5.14M Buy
211,725
+211,685
+529,213% +$5.17M 0.52% 39
2017
Q4 		$1K Buy
+40
New +$1K ﹤0.01% 1539

Other funds holding IBDQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Benjamin F. Edwards & Company's IBDQ Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) stake by 29% in Q2 2024, buying an estimated $5.2M and bringing the position to 922,286 shares worth $22.9M. The position accounts for 0.4% of the portfolio, ranked #73.

Benjamin F. Edwards & Company first reported a position in IBDQ in Q4 2017 and has held it in 27 quarters since. 356 funds tracked by Wall St. Rank hold IBDQ as of Q2 2024.

  • Benjamin F. Edwards & Company held 922,286 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $22.9M as of Q2 2024.
  • Benjamin F. Edwards & Company bought 210,029 iShares iBonds Dec 2025 Term Corporate ETF shares in Q2 2024, an estimated $5.2M.
  • iShares iBonds Dec 2025 Term Corporate ETF made up 0.4% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #73 holding.
  • Benjamin F. Edwards & Company first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2017 and has held it in 27 quarters since.
  • 356 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.