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Benjamin F. Edwards & Company’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Benjamin F. Edwards & Company’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$50K Sell
2,000
-4,443
-69% -$111K ﹤0.01% 1331
2024
Q1 		$163K Hold
6,443
– – ﹤0.01% 968
2023
Q4 		$165K Hold
6,443
– – ﹤0.01% 931
2023
Q3 		$157K Buy
6,443
+2,815
+78% +$70.2K 0.01% 793
2023
Q2 		$91K Buy
3,628
+2,000
+123% +$50.6K ﹤0.01% 927
2023
Q1 		$42K Sell
1,628
-11,088
-87% -$282K ﹤0.01% 1134
2022
Q4 		$319K Buy
12,716
+3,587
+39% +$88.5K 0.01% 584
2022
Q3 		$221K Buy
9,129
+1,229
+16% +$30.9K 0.01% 642
2022
Q2 		$198K Buy
7,900
+124
+2% +$3.09K 0.01% 678
2022
Q1 		$198K Sell
7,776
-239
-3% -$6.29K 0.01% 688
2021
Q4 		$218K Buy
8,015
+834
+12% +$22.7K 0.01% 660
2021
Q3 		$196K Buy
7,181
+920
+15% +$25.3K 0.01% 663
2021
Q2 		$172K Buy
6,261
+3,419
+120% +$93.6K 0.01% 682
2021
Q1 		$77K Sell
2,842
-6,079
-68% -$167K ﹤0.01% 901
2020
Q4 		$246K Buy
8,921
+116
+1% +$3.17K 0.01% 589
2020
Q3 		$240K Buy
8,805
+4,061
+86% +$111K 0.02% 550
2020
Q2 		$129K Sell
4,744
-541
-10% -$14.4K 0.01% 670
2020
Q1 		$139K Buy
5,285
+56
+1% +$1.47K 0.01% 600
2019
Q4 		$137K Sell
5,229
-242
-4% -$6.32K 0.01% 705
2019
Q3 		$143K Buy
+5,471
New +$143K 0.01% 651

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Benjamin F. Edwards & Company reduced its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 69% in Q2 2024, selling an estimated $111K and leaving 2,000 shares worth $50K. The position accounts for ﹤0.01% of the portfolio, ranked #1331.

Benjamin F. Edwards & Company first reported a position in IBMQ in Q3 2019 and has held it in 20 quarters since. The position peaked at $319K in Q4 2022. 116 funds tracked by Wall St. Rank hold IBMQ as of Q2 2024.

  • Benjamin F. Edwards & Company held 2,000 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $50K as of Q2 2024.
  • Benjamin F. Edwards & Company sold 4,443 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2024, an estimated $111K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1331 holding.
  • Benjamin F. Edwards & Company first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q3 2019 and has held it in 20 quarters since.
  • Benjamin F. Edwards & Company's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $319K in Q4 2022.
  • 116 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2024.

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