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Beacon Financial Group’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Beacon Financial Group’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.48M Sell
71,158
-2,897
-4% -$60.4K 0.13% 149
2026
Q1 		$1.55M Buy
74,055
+2,816
+4% +$59.5K 0.15% 139
2025
Q4 		$1.51M Buy
71,239
+7,777
+12% +$165K 0.15% 140
2025
Q3 		$1.35M Buy
63,462
+15,605
+33% +$329K 0.13% 155
2025
Q2 		$1.01M Buy
47,857
+6,275
+15% +$130K 0.1% 165
2025
Q1 		$863K Buy
41,582
+4,768
+13% +$97.8K 0.09% 173
2024
Q4 		$749K Buy
36,814
+10,251
+39% +$212K 0.08% 183
2024
Q3 		$564K Sell
26,563
-424
-2% -$8.84K 0.06% 205
2024
Q2 		$548K Buy
+26,987
New +$545K 0.06% 202

Other funds holding IBDW

SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
SCM
Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
WPW
Winthrop Partners - WNY Buffalo, New York $202M AUM
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
MW
Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return

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

Beacon Financial Group reduced its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 3.9% in Q2 2026, selling an estimated $60.4K and leaving 71,158 shares worth $1.48M. The position accounts for 0.13% of the portfolio, ranked #149.

Beacon Financial Group first reported a position in IBDW in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.55M in Q1 2026. 52 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Beacon Financial Group held 71,158 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $1.48M as of Q2 2026.
  • Beacon Financial Group sold 2,897 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $60.4K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.13% of Beacon Financial Group's portfolio in Q2 2026, its #149 holding.
  • Beacon Financial Group first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
  • Beacon Financial Group's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $1.55M in Q1 2026.
  • 52 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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