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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.01M	Buy	47,857 +6,275	+15%	+$132K	0.1%	165
2025 Q1	$863K	Buy	41,582 +4,768	+13%	+$98.9K	0.09%	173
2024 Q4	$749K	Buy	36,814 +10,251	+39%	+$209K	0.08%	183
2024 Q3	$564K	Sell	26,563 -424	-2%	-$9K	0.06%	205
2024 Q2	$548K	Buy	+26,987	New	+$548K	0.06%	202