BFG
Beacon Financial Group’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
57,802
+7,731
| +15% | +$188K | 0.15% | 141 |
|
|
2025
Q1 | $1.21M | Buy |
50,071
+1,425
| +3% | +$34.5K | 0.13% | 147 |
|
|
2024
Q4 | $1.17M | Buy |
48,646
+13,673
| +39% | +$328K | 0.13% | 148 |
|
|
2024
Q3 | $852K | Sell |
34,973
-3,180
| -8% | -$77.5K | 0.09% | 172 |
|
|
2024
Q2 | $905K | Buy |
38,153
+4,004
| +12% | +$95K | 0.1% | 164 |
|
|
2024
Q1 | $813K | Buy |
34,149
+11,692
| +52% | +$278K | 0.09% | 177 |
|
|
2023
Q4 | $537K | Buy |
+22,457
| New | +$537K | 0.07% | 205 |
|