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Ishares Tr core intl aggr shares owned by Beacon Financial

Quarter-by-quarter ownership of Ishares Tr core intl aggr (IAGG) shares owned by Beacon Financial from 13F filings

Historical chart of Beacon Financial investment in Ishares Tr core intl aggr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr core intl aggr held by Beacon Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr core intl aggr by Beacon Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $206k 4.1k 50.60

More positions owned by Beacon Financial

Wisdomtree U.s. Quality Dividend Growth Fund Us Qtly Div Grt (DGRW)
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)
Vanguard Growth Index Fund Etf Shares Growth Etf (VUG)
Vanguard High Dividend Yield Index Fund Etf Shares High Div Yld (VYM)
Ishares U.s. Equity Factor Rotation Active Etf Ishares Us Equit (DYNF)
Berkshire Hathaway Class B Cl B New (BRK.B)
First Trust Morningstar Dividend Leaders Index Fund SHS (FDL)
Vanguard Value Index Fund Etf Shares Value Etf (VTV)
State Street Spdr Bloomberg 1-3 Month T-bill Etf St Str Blo 1 Etf (BIL)
Ishares Core S&p Total U.s. Stock Market Etf Core S&p Ttl Stk (ITOT)
First Trust Value Line Dividend Index Fund SHS (FVD)
Ishares Treasury Floating Rate Bond Etf TRS FLT RT BD (TFLO)
NVIDIA Corporation (NVDA)
First Trust Rising Dividend Achievers Etf Risng Divd Achiv (RDVY)
Ishares Large Cap Core Active Etf Isha La Core Etf (BLCR)

View all positions for Beacon Financial

Top funds holding Ishares Tr core intl aggr

Envestnet Asset Management
BlackRock
Financial Engines Advisors L.L.C
LPL Financial
Matson Money
TIAA Wealth Investment Management
WealthNavi
Nationwide Fund Advisors
Jones Financial Companies, L.L
Bnp Paribas Investment Partners
Bank of America Corporation
Morgan Stanley
Henderson Group
Mather Group
Envestnet Portfolio Solutions

View all funds holding Ishares Tr core intl aggr