BFG
BILT

Beacon Financial Group’s iShares Infrastructure Active ETF BILT Stock Holding History

Beacon Financial Group’s Portfolio BILT Stock Details BILT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$856K Buy
+30,551
New +$885K 0.08% 190

Other funds holding BILT

Envestnet Portfolio Solutions
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Beacon Financial Group's BILT Position: Q2 2026 in Review

Beacon Financial Group opened a new position in iShares Infrastructure Active ETF (BILT) in Q2 2026: 30,551 shares worth $856K. The stake represents 0.08% of the portfolio and ranks #190 among its holdings.

7 funds tracked by Wall St. Rank hold BILT as of Q2 2026.

  • Beacon Financial Group held 30,551 shares of iShares Infrastructure Active ETF worth $856K as of Q2 2026.
  • iShares Infrastructure Active ETF was a new Beacon Financial Group position in Q2 2026.
  • iShares Infrastructure Active ETF made up 0.08% of Beacon Financial Group's portfolio in Q2 2026, its #190 holding.
  • 7 funds tracked by Wall St. Rank held iShares Infrastructure Active ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.