BFEC
IBDW icon

Benjamin F. Edwards & Company’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Benjamin F. Edwards & Company’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$3.1M Buy
152,703
+21,252
+16% +$429K 0.05% 296
2024
Q1 		$2.69M Buy
131,451
+5,580
+4% +$114K 0.05% 310
2023
Q4 		$2.61M Buy
+125,871
New +$2.48M 0.05% 297
2022
Q4 		– Sell
-482,589
Closed -$9.41M – 1869
2022
Q3 		$9.41M Buy
482,589
+26,447
+6% +$551K 0.47% 51
2022
Q2 		$9.49M Buy
+456,142
New +$9.72M 0.46% 52

Other funds holding IBDW

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Benjamin F. Edwards & Company increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 16% in Q2 2024, buying an estimated $429K and bringing the position to 152,703 shares worth $3.1M. The position accounts for 0.05% of the portfolio, ranked #296.

Benjamin F. Edwards & Company first reported a position in IBDW in Q2 2022 and has held it in 5 quarters since. The position peaked at $9.49M in Q2 2022. 141 funds tracked by Wall St. Rank hold IBDW as of Q2 2024.

  • Benjamin F. Edwards & Company held 152,703 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $3.1M as of Q2 2024.
  • Benjamin F. Edwards & Company bought 21,252 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2024, an estimated $429K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.05% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #296 holding.
  • Benjamin F. Edwards & Company first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2022 and has held it in 5 quarters since.
  • Benjamin F. Edwards & Company's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $9.49M in Q2 2022.
  • 141 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2024.

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