Benjamin F. Edwards & Company’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Benjamin F. Edwards & Company’s Portfolio IBDX Stock Details IBDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$3.52M	Buy	143,548 +8,706	+6%	+$213K	0.06%	280
2024 Q1	$3.35M	Buy	134,842 +6,597	+5%	+$163K	0.06%	270
2023 Q4	$3.24M	Buy	128,245 +115,817	+932%	+$2.76M	0.06%	254
2023 Q3	$292K	Buy	12,428 +2,291	+23%	+$55.3K	0.01%	640
2023 Q2	$250K	Buy	10,137 +591	+6%	+$14.6K	0.01%	673
2023 Q1	$239K	Buy	9,546 +6,814	+249%	+$169K	0.01%	665
2022 Q4	$66K	Sell	2,732 -2,113	-44%	-$50.7K	﹤0.01%	1009
2022 Q3	$114K	Buy	+4,845	New	+$123K	0.01%	821

Other funds holding IBDX

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

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

Benjamin F. Edwards & Company increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 6.5% in Q2 2024, buying an estimated $213K and bringing the position to 143,548 shares worth $3.52M. The position accounts for 0.06% of the portfolio, ranked #280.

Benjamin F. Edwards & Company first reported a position in IBDX in Q3 2022 and has held it in 8 quarters since. 106 funds tracked by Wall St. Rank hold IBDX as of Q2 2024.

Benjamin F. Edwards & Company held 143,548 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $3.52M as of Q2 2024.
Benjamin F. Edwards & Company bought 8,706 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2024, an estimated $213K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.06% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #280 holding.
Benjamin F. Edwards & Company first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q3 2022 and has held it in 8 quarters since.
106 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2024.

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