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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.11M	Buy
2025 Q2	$766K	Buy
2025 Q1	$634K	Buy
2024 Q4	$563K	Buy
2024 Q3	$372K	Sell
2024 Q2	$448K	Buy