BFG
Beacon Financial Group’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
55,838
+13,909
| +33% | +$354K | 0.15% | 140 |
|
|
2025
Q1 | $1.06M | Buy |
41,929
+2,909
| +7% | +$73.5K | 0.12% | 156 |
|
|
2024
Q4 | $972K | Buy |
39,020
+8,512
| +28% | +$212K | 0.1% | 164 |
|
|
2024
Q3 | $779K | Sell |
30,508
-6,186
| -17% | -$158K | 0.08% | 179 |
|
|
2024
Q2 | $909K | Buy |
36,694
+3,890
| +12% | +$96.4K | 0.1% | 163 |
|
|
2024
Q1 | $817K | Buy |
32,804
+11,175
| +52% | +$278K | 0.09% | 175 |
|
|
2023
Q4 | $543K | Buy |
+21,629
| New | +$543K | 0.07% | 204 |
|