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Ishares Tr shares owned by Beacon Financial

Quarter-by-quarter ownership of Ishares Tr (IBDX) 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
2024-12-31 $563k 23k 24.58
2024-09-30 $372k 15k 25.71
2024-06-30 $448k 18k 24.56

More positions owned by Beacon Financial

Apple (AAPL)
Qualcomm (QCOM)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
First Tr Morningstar Divid L SHS (FDL)
Blackrock Etf Trust Int Dividend Etf
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr TRS FLT RT BD (TFLO)
First Tr Value Line Divid In SHS (FVD)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Blackrock Etf Trust Ishares Us Equit (DYNF)

View all positions for Beacon Financial

Top funds holding Ishares Tr

Aptus Capital Advisors
Wells Fargo & Company
Capital Investment Advisors
First Interstate Bank
Bank of America Corporation
Gateway Advisory
Sigma Investment Counselors
Morgan Stanley
Golub Group
UBS Group
MV Capital Management
Raymond James Financial
Arrow Financial Corp.
Ameriprise Financial
Raymond James Financial Services Advisors

View all funds holding Ishares Tr