Beacon Financial Group’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.76M	Buy
2025 Q4	$1.75M	Buy
2025 Q3	$1.59M	Buy
2025 Q2	$1.25M	Buy
2025 Q1	$1.05M	Buy
2024 Q4	$980K	Buy
2024 Q3	$805K	Sell
2024 Q2	$911K	Buy
2024 Q1	$763K	Buy
2023 Q4	$551K	Buy