BFEC
IBTB

Benjamin F. Edwards & Company’s iShares iBonds Dec 2022 Term Treasury ETF IBTB Stock Holding History

Benjamin F. Edwards & Company’s Portfolio IBTB Stock Details IBTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-20
Closed -$1K – 1933
2022
Q3 		$1K Hold
20
– – ﹤0.01% 1805
2022
Q2 		$1K Sell
20
-118
-86% -$2.99K ﹤0.01% 1796
2022
Q1 		$3K Sell
138
-558,569
-100% -$14.2M ﹤0.01% 1638
2021
Q4 		$14.2M Buy
558,707
+33,532
+6% +$852K 0.63% 35
2021
Q3 		$13.4M Buy
525,175
+14,686
+3% +$373K 0.67% 29
2021
Q2 		$13M Buy
510,489
+44,677
+10% +$1.14M 0.66% 27
2021
Q1 		$11.8M Buy
+465,812
New +$11.8M 0.64% 31

Other funds holding IBTB

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Benjamin F. Edwards & Company's IBTB Position: Q4 2022 in Review

Benjamin F. Edwards & Company sold out of iShares iBonds Dec 2022 Term Treasury ETF (IBTB) in Q4 2022, closing a stake of 20 shares — an estimated $1K sold.

Benjamin F. Edwards & Company first reported a position in IBTB in Q1 2021 and held it in 7 quarters. The position peaked at $14.2M in Q4 2021. 1 fund tracked by Wall St. Rank holds IBTB as of Q4 2022.

  • Benjamin F. Edwards & Company reported no remaining iShares iBonds Dec 2022 Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 20 iShares iBonds Dec 2022 Term Treasury ETF shares in Q4 2022, an estimated $1K.
  • Benjamin F. Edwards & Company first reported a position in iShares iBonds Dec 2022 Term Treasury ETF in Q1 2021 and held it in 7 quarters.
  • Benjamin F. Edwards & Company's iShares iBonds Dec 2022 Term Treasury ETF position peaked at $14.2M in Q4 2021.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Treasury ETF as of Q4 2022.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2022, filed 7 Feb 2023.