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Ishares Tr shares owned by Beacon Financial

Quarter-by-quarter ownership of Ishares Tr (IBDV) shares owned by Beacon Financial from 13F filings

Historical chart of Beacon Financial investment in Ishares Tr

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All positions including Ishares Tr 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 by Beacon Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 72k 22.15
2025-06-30 $1.3M 57k 21.98
2025-03-31 $1.1M 48k 21.72
2024-12-31 $980k 46k 21.36
2024-09-30 $805k 36k 22.17
2024-06-30 $911k 43k 21.26
2024-03-31 $763k 36k 21.40
2023-12-31 $552k 26k 21.64