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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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