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Ishares Tr ibonds dec shares owned by Beacon Financial

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

Historical chart of Beacon Financial investment in Ishares Tr ibonds dec

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds dec 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 ibonds dec by Beacon Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $337k 13k 25.93
2023-09-30 $332k 13k 25.73
2023-06-30 $331k 13k 25.72
2023-03-31 $332k 13k 25.87
2022-12-31 $329k 13k 25.75
2022-09-30 $325k 13k 25.50

More positions owned by Beacon Financial

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr TRS FLT RT BD (TFLO)
First Tr Value Line Divid In SHS (FVD)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Fltg Rate Nt Etf (FLOT)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
Vanguard Specialized Funds Div App Etf (VIG)
Exxon Mobil Corporation (XOM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Ser Tr Portfoli S&p1500 (SPTM)

View all positions for Beacon Financial

Top funds holding Ishares Tr ibonds dec

Bank of America Corporation
Mercer Global Advisors
Us Bancorp
Kathmere Capital Management
HighTower Advisors
UBS Group
Wells Fargo & Company
Glenview Trust
Colony
Stifel Financial
Branch Banking & Trust Company
Regions Bank
Leavell Investment Management
Commonwealth Equity Services
Praetorian Wealth Management

View all funds holding Ishares Tr ibonds dec