Ownership history in BENJAMIN EDWARDS INC · 17 quarters on record
This page tracks every 13F SEC filing in which BENJAMIN EDWARDS INC reported a position in ISHARES TR (TLT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 25,361 | +23,861 | +1590.7% | 0.02% | $2.2M | $86.54 |
| 2025 Q3 | REDUCED | 1,500 | -146,549 | -99.0% | 0.00% | $134K | $87.45 |
| 2025 Q3 | REDUCED | 148,049 | -26,049 | -15.0% | 0.15% | $13.2M | $87.45 |
| 2025 Q2 | ADDED | 174,098 | +57,588 | +49.4% | 0.20% | $15.4M | $85.39 |
| 2025 Q1 | ADDED | 116,510 | +87,745 | +305.0% | 0.15% | $10.6M | $87.11 |
| 2024 Q4 | ADDED | 28,765 | +1,954 | +7.3% | 0.04% | $2.5M | $83.01 |
| 2024 Q3 | ADDED | 26,811 | +26,788 | +116469.6% | 0.04% | $2.6M | $91.96 |
| 2023 Q1 | REDUCED | 23 | -2,387 | -99.0% | 0.00% | $2K | $94.34 |
| 2022 Q3 | ADDED | 2,410 | +1,479 | +158.9% | 0.07% | $247K | $89.54 |
| 2022 Q2 | ADDED | 931 | +134 | +16.8% | 0.03% | $107K | $99.80 |
As of 2025 Q4 — sorted by position size