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Ishares Tr shares owned by Beacon Financial

Quarter-by-quarter ownership of Ishares Tr (IBDW) 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
2024-09-30 $564k 27k 21.22
2024-06-30 $548k 27k 20.29

More positions owned by Beacon Financial

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
First Tr Morningstar Divid L SHS (FDL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr TRS FLT RT BD (TFLO)
First Tr Value Line Divid In SHS (FVD)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Exxon Mobil Corporation (XOM)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Fidelity Covington Trust Qlty Fctor Etf (FQAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)

View all positions for Beacon Financial

Top funds holding Ishares Tr

Wells Fargo & Company
Aptus Capital Advisors
Capital Investment Advisors
Bank of America Corporation
Venture Visionary Partners
Morgan Stanley
Gateway Advisory
Raymond James Financial Services Advisors
Sigma Investment Counselors
Goss Wealth Management
Lido Advisors
Klingman & Associates
Arrow Financial Corp.
Envision Financial Planning
Sound View Wealth Advisors Group

View all funds holding Ishares Tr