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
2025 Q3	$1.57M	Buy
2025 Q2	$1.22M	Buy
2025 Q1	$1.03M	Buy
2024 Q4	$977K	Buy
2024 Q3	$797K	Sell
2024 Q2	$910K	Buy
2024 Q1	$816K	Buy
2023 Q4	$549K	Buy