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Ishares Ibonds Dec 2025 Term T shares owned by Beacon Financial

Quarter-by-quarter ownership of Ishares Ibonds Dec 2025 Term T (IBTF) shares owned by Beacon Financial from 13F filings

Historical chart of Beacon Financial investment in Ishares Ibonds Dec 2025 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2025 Term T held by Beacon Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ibonds Dec 2025 Term T by Beacon Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $205k 8.8k 23.28
2023-09-30 $269k 12k 23.14
2023-06-30 $1.1M 45k 23.13
2023-03-31 $1.1M 45k 23.50
2022-12-31 $1.1M 45k 23.28

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 Ibonds Dec 2025 Term T

Captrust Financial Advisors
Wells Fargo & Company
GLOBALT Investments LLC / GA
Colony
Bank of America Corporation
UBS Group
Capital Investment Advisors
Royal Bank of Canada
Hills Bank And Trust Company
Advisor Group Holdings
Raymond James Financial Services Advisors
CliftonLarsonAllen Wealth Advisors
InterOcean Capital Group
MV Capital Management
Journey Advisory Group

View all funds holding Ishares Ibonds Dec 2025 Term T