Beacon Financial Group’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.75M	Sell	75,455 -794	-1%	-$18.4K	0.16%	132
2026 Q1	$1.77M	Buy	76,249 +2,348	+3%	+$54.9K	0.18%	130
2025 Q4	$1.73M	Buy	73,901 +7,002	+10%	+$164K	0.17%	129
2025 Q3	$1.57M	Buy	66,899 +14,424	+27%	+$337K	0.15%	143
2025 Q2	$1.22M	Buy	52,475 +7,966	+18%	+$184K	0.13%	154
2025 Q1	$1.03M	Buy	44,509 +1,665	+4%	+$38.2K	0.11%	160
2024 Q4	$977K	Buy	42,844 +8,944	+26%	+$206K	0.11%	163
2024 Q3	$797K	Sell	33,900 -6,232	-16%	-$144K	0.09%	176
2024 Q2	$910K	Buy	40,132 +4,365	+12%	+$98.5K	0.1%	162
2024 Q1	$816K	Buy	35,767 +11,989	+50%	+$274K	0.09%	176
2023 Q4	$549K	Buy	+23,778	New	+$527K	0.07%	202

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Beacon Financial Group's IBDU Position: Q2 2026 in Review

Beacon Financial Group reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 1% in Q2 2026, selling an estimated $18.4K and leaving 75,455 shares worth $1.75M. The position accounts for 0.16% of the portfolio, ranked #132.

Beacon Financial Group first reported a position in IBDU in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.77M in Q1 2026. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Beacon Financial Group held 75,455 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $1.75M as of Q2 2026.
Beacon Financial Group sold 794 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $18.4K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.16% of Beacon Financial Group's portfolio in Q2 2026, its #132 holding.
Beacon Financial Group first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
Beacon Financial Group's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $1.77M in Q1 2026.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.