Beacon Financial Group’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Beacon Financial Group’s Portfolio IBDS Stock Details IBDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.74M	Buy
2025 Q2	$1.4M	Buy
2025 Q1	$1.21M	Buy
2024 Q4	$1.17M	Buy
2024 Q3	$852K	Sell
2024 Q2	$905K	Buy
2024 Q1	$813K	Buy
2023 Q4	$537K	Buy