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Benjamin F. Edwards & Company’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Benjamin F. Edwards & Company’s Portfolio IBTO Stock Details IBTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$394K Buy
16,434
+627
+4% +$14.9K 0.01% 742
2024
Q1 		$384K Buy
15,807
+2,374
+18% +$57.8K 0.01% 717
2023
Q4 		$334K Buy
+13,433
New +$319K 0.01% 724

Other funds holding IBTO

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.16B AUM 21.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Benjamin F. Edwards & Company increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 4% in Q2 2024, buying an estimated $14.9K and bringing the position to 16,434 shares worth $394K. The position accounts for 0.01% of the portfolio, ranked #742.

Benjamin F. Edwards & Company first reported a position in IBTO in Q4 2023 and has held it in 3 quarters since. 43 funds tracked by Wall St. Rank hold IBTO as of Q2 2024.

  • Benjamin F. Edwards & Company held 16,434 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $394K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 627 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2024, an estimated $14.9K.
  • iShares iBonds Dec 2033 Term Treasury ETF made up 0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #742 holding.
  • Benjamin F. Edwards & Company first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2023 and has held it in 3 quarters since.
  • 43 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2024.

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