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Ishares U S Etf Tr int rt hdg c b shares owned by Beacon Financial

Quarter-by-quarter ownership of Ishares U S Etf Tr int rt hdg c b (LQDH) shares owned by Beacon Financial from 13F filings

Historical chart of Beacon Financial investment in Ishares U S Etf Tr int rt hdg c b

Tip: Access up to 7 years of quarterly data

All positions including Ishares U S Etf Tr int rt hdg c b held by Beacon Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares U S Etf Tr int rt hdg c b by Beacon Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.0M 53k 93.55
2025-06-30 $6.4M 70k 92.40
2025-03-31 $6.7M 73k 92.27
2024-12-31 $7.9M 86k 92.74
2024-09-30 $9.1M 98k 93.05
2024-06-30 $11M 115k 92.93
2024-03-31 $12M 123k 94.04
2023-12-31 $12M 123k 93.08

More positions owned by Beacon Financial

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Growth Etf (VUG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr TRS FLT RT BD (TFLO)
First Tr Exchange-traded SHS (FDL)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Blackrock Etf Trust Ishares Intl Div (BIDD)
First Tr Exchange-traded SHS (FVD)
Ishares Tr Core S&p Ttl Stk (ITOT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for Beacon Financial

Top funds holding Ishares U S Etf Tr int rt hdg c b

YCMNET Advisors
Envestnet Asset Management
LPL Financial
Mml Investors Services
Scotia Capital
UBS Group
Leo Wealth
Capital Investment Advisory Services
Morgan Stanley
Raymond James Financial
Foundations Investment Advisors
Bank Of Montreal
Beacon Financial
Resources Investment Advisors
Advisor Group Holdings

View all funds holding Ishares U S Etf Tr int rt hdg c b