BENJAMIN EDWARDS INC IBDV Holdings History

Number of Shares
1.29 Mil
Current Holdings Value*
$28.00 Mil
% of Portfolio
0.39%
Total Estimate Gain
$234,786.18
% of Total Estimate Gain
0.80%

BENJAMIN EDWARDS INC's iShares iBonds Dec 2030 Term Corporate ETF Holding Summary

As of 2025-03-31, BENJAMIN EDWARDS INC held 1.29 Mil shares of iShares iBonds Dec 2030 Term Corporate ETF(IBDV), totaling $28.00 Mil. This investment constitutes 0.39% of their stock portfolio, and BENJAMIN EDWARDS INC now holds 1.56% of the outstanding iShares iBonds Dec 2030 Term Corporate ETF(IBDV) stock.

The initial trade took place in 2021Q4. And since then BENJAMIN EDWARDS INC has made 9 purchases of IBDV, at an average price of $21.76, for a total of 1.35 Mil shares. In addition, there have been 5 sales at an average price of $21.73 for 65,413.00 shares. Based on historical transaction data and IBDV's current price of $21.94, BENJAMIN EDWARDS INC's estimated gain on his IBDV holdings is $234,786.18, reflecting a 0.80% gain to date.

BENJAMIN EDWARDS INC IBDV ($21.94) Holding Chart

BENJAMIN EDWARDS INC IBDV ($21.94) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1