Benjamin F. Edwards & Company’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Benjamin F. Edwards & Company’s Portfolio IBMR Stock Details IBMR 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 -3,061	-60%	-$76.2K	﹤0.01%	1332
2024 Q1	$128K	Hold	5,061	–	–	﹤0.01%	1029
2023 Q4	$130K	Hold	5,061	–	–	﹤0.01%	999
2023 Q3	$121K	Buy	5,061 +3,061	+153%	+$75.2K	﹤0.01%	851
2023 Q2	$50K	Buy	+2,000	New	+$49.5K	﹤0.01%	1083

Other funds holding IBMR

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

CPWM

Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

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

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

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

Benjamin F. Edwards & Company reduced its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 60% in Q2 2024, selling an estimated $76.2K and leaving 2,000 shares worth $50K. The position accounts for ﹤0.01% of the portfolio, ranked #1332.

Benjamin F. Edwards & Company first reported a position in IBMR in Q2 2023 and has held it in 5 quarters since. The position peaked at $130K in Q4 2023. 50 funds tracked by Wall St. Rank hold IBMR as of Q2 2024.

Benjamin F. Edwards & Company held 2,000 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $50K as of Q2 2024.
Benjamin F. Edwards & Company sold 3,061 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2024, an estimated $76.2K.
iShares iBonds Dec 2029 Term Muni Bond ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1332 holding.
Benjamin F. Edwards & Company first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q2 2023 and has held it in 5 quarters since.
Benjamin F. Edwards & Company's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $130K in Q4 2023.
50 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2024.

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