BFG
Beacon Financial Group’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
52,475
+7,966
| +18% | +$186K | 0.13% | 154 |
|
|
2025
Q1 | $1.03M | Buy |
44,509
+1,665
| +4% | +$38.5K | 0.11% | 160 |
|
|
2024
Q4 | $977K | Buy |
42,844
+8,944
| +26% | +$204K | 0.11% | 163 |
|
|
2024
Q3 | $797K | Sell |
33,900
-6,232
| -16% | -$147K | 0.09% | 176 |
|
|
2024
Q2 | $910K | Buy |
40,132
+4,365
| +12% | +$99K | 0.1% | 162 |
|
|
2024
Q1 | $816K | Buy |
35,767
+11,989
| +50% | +$274K | 0.09% | 176 |
|
|
2023
Q4 | $549K | Buy |
+23,778
| New | +$549K | 0.07% | 202 |
|