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Benjamin F. Edwards & Company’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Benjamin F. Edwards & Company’s Portfolio IBTM Stock Details IBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$2K Buy
+84
New +$1.87K ﹤0.01% 2040
2024
Q1 		– Sell
-106
Closed -$2K – 2174
2023
Q4 		$2K Buy
+106
New +$2.35K ﹤0.01% 1993

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Benjamin F. Edwards & Company opened a new position in iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q2 2024: 84 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #2040 among its holdings. This is a return to the name: Benjamin F. Edwards & Company previously reported a position in IBTM as recently as Q4 2023.

Benjamin F. Edwards & Company first reported a position in IBTM in Q4 2023 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold IBTM as of Q2 2024.

  • Benjamin F. Edwards & Company held 84 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $2K as of Q2 2024.
  • iShares iBonds Dec 2032 Term Treasury ETF was a new Benjamin F. Edwards & Company position in Q2 2024.
  • iShares iBonds Dec 2032 Term Treasury ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #2040 holding.
  • Benjamin F. Edwards & Company first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2023 and has held it in 2 quarters since.
  • 58 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2024.

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