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Beacon Financial Group’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Beacon Financial Group’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-9,166
Closed -$228K – 325
2024
Q2 		$228K Sell
9,166
-23,306
-72% -$579K 0.03% 299
2024
Q1 		$806K Buy
32,472
+11,105
+52% +$276K 0.09% 179
2023
Q4 		$529K Buy
+21,367
New +$529K 0.06% 209