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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$766K	Buy	30,280 +4,926	+19%	+$125K	0.08%	187
2025 Q1	$634K	Buy	25,354 +2,431	+11%	+$60.8K	0.07%	193
2024 Q4	$563K	Buy	22,923 +8,471	+59%	+$208K	0.06%	210
2024 Q3	$372K	Sell	14,452 -3,804	-21%	-$97.8K	0.04%	254
2024 Q2	$448K	Buy	+18,256	New	+$448K	0.05%	220