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Ishares Tr shares owned by Beacon Financial

Quarter-by-quarter ownership of Ishares Tr (USXF) 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 $314k 6.3k 49.72
2024-09-30 $309k 6.3k 49.08
2024-06-30 $293k 6.3k 46.58
2024-03-31 $258k 5.7k 45.15
2023-12-31 $250k 6.3k 39.82

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

Envestnet Asset Management
BlackRock
Envestnet Portfolio Solutions
LPL Financial
SigFig Wealth Management
Jpmorgan Chase & Co
Sei Investments
Mackenzie Financial
Park Avenue Securities
Federation des caisses Desjardins du Quebec
Spinnaker Trust
Mml Investors Services
Cetera Investment Advisers
Hanson McClain Advisors
Thrivent Financial for Lutherans

View all funds holding Ishares Tr