Beacon Financial Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
53,582
+5,137
| +11% | +$125K | 0.14% | 149 |
|
|
2025
Q1 | $1.17M | Buy |
48,445
+170
| +0.4% | +$4.12K | 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% | -$117K | 0.09% | 177 |
|
|
2024
Q2 | $890K | Sell |
37,364
-2,703
| -7% | -$64.4K | 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% | +$214K | 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 | +$407K | 0.06% | 191 |
|