BFG
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Beacon Financial Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Beacon Financial Group’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.26M Sell
51,923
-22,817
-31% -$552K 0.11% 161
2026
Q1 		$1.81M Sell
74,740
-2,568
-3% -$62.2K 0.18% 127
2025
Q4 		$1.87M Buy
77,308
+6,553
+9% +$159K 0.19% 120
2025
Q3 		$1.72M Buy
70,755
+17,173
+32% +$416K 0.17% 133
2025
Q2 		$1.3M Buy
53,582
+5,137
+11% +$124K 0.14% 149
2025
Q1 		$1.17M Buy
48,445
+170
+0.4% +$4.1K 0.13% 149
2024
Q4 		$1.16M Buy
48,275
+15,736
+48% +$379K 0.13% 149
2024
Q3 		$791K Sell
32,539
-4,825
-13% -$116K 0.09% 177
2024
Q2 		$890K Sell
37,364
-2,703
-7% -$64.2K 0.1% 166
2024
Q1 		$956K Buy
40,067
+13,701
+52% +$327K 0.11% 160
2023
Q4 		$630K Buy
26,366
+8,951
+51% +$210K 0.08% 185
2023
Q3 		$413K Hold
17,415
– – 0.06% 186
2023
Q2 		$413K Hold
17,415
– – 0.06% 183
2023
Q1 		$413K Hold
17,415
– – 0.06% 184
2022
Q4 		$407K Buy
+17,415
New +$404K 0.06% 191

Other funds holding IBDR

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

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

Beacon Financial Group reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 31% in Q2 2026, selling an estimated $552K and leaving 51,923 shares worth $1.26M. The position accounts for 0.11% of the portfolio, ranked #161.

Beacon Financial Group first reported a position in IBDR in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.87M in Q4 2025. 75 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Beacon Financial Group held 51,923 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $1.26M as of Q2 2026.
  • Beacon Financial Group sold 22,817 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $552K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.11% of Beacon Financial Group's portfolio in Q2 2026, its #161 holding.
  • Beacon Financial Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2022 and has held it in 15 quarters since.
  • Beacon Financial Group's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.87M in Q4 2025.
  • 75 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

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