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Ishares Tr faln angls usd shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of Ishares Tr faln angls usd (FALN) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in Ishares Tr faln angls usd

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr faln angls usd held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr faln angls usd by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $441k 16k 27.78
2025-06-30 $397k 15k 27.14
2025-03-31 $355k 13k 26.79
2024-12-31 $234k 8.8k 26.71
2021-09-30 $315k 11k 30.07

More positions owned by Beacon Financial Advisory

J P Morgan Exchange Traded F Equity Premium (JEPI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Pimco Etf Tr Multisector Bd (PYLD)
First Tr Exchange-traded SHS (FVD)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Apple (AAPL)
T Rowe Price Etf Cap Appreciation (TCAF)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Beacon Financial Advisory

Top funds holding Ishares Tr faln angls usd

Morgan Stanley
Municipal Employees' Retirement System of Michigan
State of Tennessee, Treasury Department
Varma Mutual Pension Insurance
LPL Financial
Hanson McClain Advisors
Jpmorgan Chase & Co
Wright Fund Managment
Betterment
ESL Trust Services
Invesco
Alliancebernstein
Potomac Fund Management
BlackRock
Nomura Asset Management

View all funds holding Ishares Tr faln angls usd