Beacon Capital Management LLC (Tennessee)’s iShares US Infrastructure ETF IFRA Stock Holding History

Beacon Capital Management LLC (Tennessee)’s Portfolio IFRA Stock Details IFRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-126	Closed	-$6.19K	–	541
2025 Q2	$6.19K	Buy	126 +1	+0.8%	+$47	﹤0.01%	717
2025 Q1	$5.65K	Hold	125	–	–	﹤0.01%	745
2024 Q4	$5.77K	Sell	125 -75	-38%	-$3.63K	﹤0.01%	696
2024 Q3	$9.39K	Hold	200	–	–	﹤0.01%	662
2024 Q2	$8.42K	Buy	200 +98	+96%	+$4.21K	﹤0.01%	604
2024 Q1	$4.44K	Buy	102 +67	+191%	+$2.69K	﹤0.01%	728
2023 Q4	$1.28K	Hold	35	–	–	﹤0.01%	843
2023 Q3	$1.37K	Hold	35	–	–	﹤0.01%	884
2023 Q2	$1.37K	Hold	35	–	–	﹤0.01%	884
2023 Q1	$1.31K	Hold	35	–	–	﹤0.01%	811
2022 Q4	$1.27K	Buy	+35	New	+$1.25K	﹤0.01%	856

Other funds holding IFRA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s IFRA Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of iShares US Infrastructure ETF (IFRA) in Q3 2025, closing a stake of 126 shares — an estimated $6.19K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in IFRA in Q4 2022 and held it in 11 quarters. The position peaked at $9.39K in Q3 2024. 340 funds tracked by Wall St. Rank hold IFRA as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining iShares US Infrastructure ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 126 iShares US Infrastructure ETF shares in Q3 2025, an estimated $6.19K.
Beacon Capital Management LLC (Tennessee) first reported a position in iShares US Infrastructure ETF in Q4 2022 and held it in 11 quarters.
Beacon Capital Management LLC (Tennessee)'s iShares US Infrastructure ETF position peaked at $9.39K in Q3 2024.
340 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.