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Benjamin F. Edwards & Company’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Benjamin F. Edwards & Company’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$3.1M Buy
123,192
+13,428
+12% +$336K 0.05% 294
2024
Q1 		$2.8M Buy
109,764
+4,651
+4% +$118K 0.05% 302
2023
Q4 		$2.72M Buy
+105,113
New +$2.57M 0.05% 288

Other funds holding IBDY

FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $307M AUM 13.03% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

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

Benjamin F. Edwards & Company increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 12% in Q2 2024, buying an estimated $336K and bringing the position to 123,192 shares worth $3.1M. The position accounts for 0.05% of the portfolio, ranked #294.

Benjamin F. Edwards & Company first reported a position in IBDY in Q4 2023 and has held it in 3 quarters since. 80 funds tracked by Wall St. Rank hold IBDY as of Q2 2024.

  • Benjamin F. Edwards & Company held 123,192 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $3.1M as of Q2 2024.
  • Benjamin F. Edwards & Company bought 13,428 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2024, an estimated $336K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.05% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #294 holding.
  • Benjamin F. Edwards & Company first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2023 and has held it in 3 quarters since.
  • 80 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2024.

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