BFG
IBDP

Beacon Financial Group’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Beacon Financial Group’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-9,434
Closed -$235K – 338
2023
Q4 		$235K Buy
+9,434
New +$234K 0.03% 290

Other funds holding IBDP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Beacon Financial Group's IBDP Position: Q1 2024 in Review

Beacon Financial Group sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q1 2024, closing a stake of 9,434 shares — an estimated $235K sold.

Beacon Financial Group first reported a position in IBDP in Q4 2023 and held it in 1 quarter. The position peaked at $235K in Q4 2023. 360 funds tracked by Wall St. Rank hold IBDP as of Q1 2024.

  • Beacon Financial Group reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q1 2024 after selling out during the quarter.
  • Beacon Financial Group sold 9,434 iShares iBonds Dec 2024 Term Corporate ETF shares in Q1 2024, an estimated $235K.
  • Beacon Financial Group first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2023 and held it in 1 quarter.
  • Beacon Financial Group's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $235K in Q4 2023.
  • 360 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q1 2024.

Based on Beacon Financial Group's 13F filing for Q1 2024, filed 7 May 2024.