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Beacon Harbor Wealth Advisors’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Beacon Harbor Wealth Advisors’s Portfolio IBTL Stock Details IBTL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-905,508
Closed -$18.6M – 80
2023
Q4 		$18.6M Buy
+905,508
New +$18.6M 5.41% 3