Beacon Financial Group’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.26M	Sell	50,126 -3,254	-6%	-$82K	0.11%	159
2026 Q1	$1.35M	Buy	53,380 +3,055	+6%	+$77.9K	0.13%	151
2025 Q4	$1.28M	Buy	50,325 +6,809	+16%	+$174K	0.13%	150
2025 Q3	$1.11M	Buy	43,516 +13,236	+44%	+$336K	0.11%	163
2025 Q2	$766K	Buy	30,280 +4,926	+19%	+$122K	0.08%	187
2025 Q1	$634K	Buy	25,354 +2,431	+11%	+$60.1K	0.07%	193
2024 Q4	$563K	Buy	22,923 +8,471	+59%	+$212K	0.06%	210
2024 Q3	$372K	Sell	14,452 -3,804	-21%	-$96.1K	0.04%	254
2024 Q2	$448K	Buy	+18,256	New	+$446K	0.05%	220

Other funds holding IBDX

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

Beacon Financial Group reduced its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 6.1% in Q2 2026, selling an estimated $82K and leaving 50,126 shares worth $1.26M. The position accounts for 0.11% of the portfolio, ranked #159.

Beacon Financial Group first reported a position in IBDX in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.35M in Q1 2026. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Beacon Financial Group held 50,126 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $1.26M as of Q2 2026.
Beacon Financial Group sold 3,254 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $82K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.11% of Beacon Financial Group's portfolio in Q2 2026, its #159 holding.
Beacon Financial Group first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
Beacon Financial Group's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $1.35M in Q1 2026.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

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