BENJAMIN EDWARDS INC IBTP — ISHARES TR

Ownership history in BENJAMIN EDWARDS INC  ·  4 quarters on record

AI Ownership Summary

BENJAMIN EDWARDS INC reported ISHARES TR (IBTP) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.13% in 2025 Q4. The latest visible filing shows IBTP at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IBTP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BENJAMIN EDWARDS INC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IBTP was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IBTP stock page BENJAMIN EDWARDS INC fund profile BENJAMIN EDWARDS INC full holdings
How BENJAMIN EDWARDS INC held IBTP — position size vs. price
% of Fund (quarterly)    IBTP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 505,968 +38,078 +8.1% 0.13% $13.0M 2026-05-12 $25.33
2025 Q4 ADDED — — — 467,890 +441,311 +1660.4% 0.13% $12.1M 2026-02-02 $25.38
2025 Q3 ADDED — — — 26,579 +3,481 +15.1% 0.01% $689K 2025-10-23 $25.58
2025 Q2 INITIATED — — — 23,098 — — 0.01% $594K 2025-08-14 $24.87

🏢 Other funds also holding IBTP

As of 2026 Q1 — sorted by position size

Atlantic Private Wealth, LLC 3Y 3.87% SUMMITRY LLC 3Y 7Y 0.97% Accretive Wealth Partners, LLC 3Y 0.92% Petros Family Wealth, LLC 0.75% Atlantic Union Bankshares Corp 3Y 7Y 0.7% Probity Advisors, Inc. 3Y 7Y 0.6% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.37% Keeler Thomas Management LLC 3Y 7Y 0.17% D.A. DAVIDSON & CO. 3Y 7Y 0.06% CNB Bank 3Y 7Y 0.05%

FAQ About BENJAMIN EDWARDS INC and IBTP

These are the practical questions this page is built to answer before you even open the full history table.

How long has BENJAMIN EDWARDS INC reported owning IBTP?

BENJAMIN EDWARDS INC reported IBTP across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported IBTP position in BENJAMIN EDWARDS INC's portfolio?

The largest reported portfolio weight for IBTP was 0.13% in 2025 Q4.

What is the latest reported IBTP position on this page?

The most recent filing on this page is 2026 Q1, when BENJAMIN EDWARDS INC reported 505,968 shares, equal to 0.13% of portfolio, with an estimated market value of $13.0M.

What does the chart on this IBTP ownership page compare?

The chart compares BENJAMIN EDWARDS INC's quarterly IBTP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BENJAMIN EDWARDS INC time their IBTP position?

Based on 13F filing dates vs. subsequent IBTP price moves, BENJAMIN EDWARDS INC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on IBTP relative to SPY over the holding period was -15.5%.

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