BFG
Beacon Financial Group’s iShares Core Total USD Bond Market ETF IUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $409K | Sell |
8,850
-1,746
| -16% | -$80.7K | 0.04% | 244 |
|
|
2025
Q1 | $488K | Sell |
10,596
-351
| -3% | -$16.2K | 0.05% | 225 |
|
|
2024
Q4 | $495K | Sell |
10,947
-9,388
| -46% | -$424K | 0.05% | 225 |
|
|
2024
Q3 | $958K | Buy |
20,335
+5,255
| +35% | +$248K | 0.1% | 158 |
|
|
2024
Q2 | $682K | Buy |
15,080
+1,511
| +11% | +$68.3K | 0.08% | 186 |
|
|
2024
Q1 | $619K | Buy |
13,569
+4,918
| +57% | +$224K | 0.07% | 198 |
|
|
2023
Q4 | $399K | Buy |
+8,651
| New | +$399K | 0.05% | 231 |
|