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Benjamin F. Edwards & Company’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Benjamin F. Edwards & Company’s Portfolio IBTJ Stock Details IBTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$393K Buy
18,406
+589
+3% +$12.5K 0.01% 743
2024
Q1 		$383K Buy
17,817
+2,778
+18% +$59.9K 0.01% 719
2023
Q4 		$328K Buy
15,039
+925
+7% +$19.6K 0.01% 730
2023
Q3 		$296K Buy
14,114
+2,674
+23% +$57K 0.01% 638
2023
Q2 		$247K Buy
11,440
+646
+6% +$14.2K 0.01% 678
2023
Q1 		$239K Buy
10,794
+7,766
+256% +$170K 0.01% 667
2022
Q4 		$65K Sell
3,028
-151,562
-98% -$3.28M ﹤0.01% 1016
2022
Q3 		$3.33M Buy
154,590
+148,802
+2,571% +$3.36M 0.17% 133
2022
Q2 		$132K Buy
5,788
+190
+3% +$4.33K 0.01% 785
2022
Q1 		$132K Sell
5,598
-219
-4% -$5.33K 0.01% 796
2021
Q4 		$146K Buy
5,817
+760
+15% +$19.1K 0.01% 783
2021
Q3 		$127K Buy
5,057
+1,218
+32% +$31.1K 0.01% 796
2021
Q2 		$97K Sell
3,839
-44,700
-92% -$1.12M ﹤0.01% 853
2021
Q1 		$1.2M Sell
48,539
-59,785
-55% -$1.53M 0.06% 298
2020
Q4 		$2.84M Buy
108,324
+10,239
+10% +$269K 0.17% 147
2020
Q3 		$2.61M Buy
98,085
+17,202
+21% +$459K 0.18% 146
2020
Q2 		$2.15M Buy
+80,883
New +$2.15M 0.16% 151

Other funds holding IBTJ

AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIM
Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Benjamin F. Edwards & Company increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 3.3% in Q2 2024, buying an estimated $12.5K and bringing the position to 18,406 shares worth $393K. The position accounts for 0.01% of the portfolio, ranked #743.

Benjamin F. Edwards & Company first reported a position in IBTJ in Q2 2020 and has held it in 17 quarters since. The position peaked at $3.33M in Q3 2022. 107 funds tracked by Wall St. Rank hold IBTJ as of Q2 2024.

  • Benjamin F. Edwards & Company held 18,406 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $393K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 589 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2024, an estimated $12.5K.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #743 holding.
  • Benjamin F. Edwards & Company first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q2 2020 and has held it in 17 quarters since.
  • Benjamin F. Edwards & Company's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $3.33M in Q3 2022.
  • 107 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2024.

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