Beacon Financial Strategies Corp Ishares Barclays 0 5 Year Tips Transaction History

Beacon Financial Strategies Corp

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Sep 25, 2025	SELL	$96.73 - $97.56 $3.67 Million - $3.7 Million	-37,941 Closed	0 $0
Q2 2023 Sep 25, 2025	SELL	$97.43 - $99.5 $19,291 - $19,701	-198 Reduced 0.52%	37,941 $3.7 Billion
Q1 2023 Sep 25, 2025	SELL	$96.86 - $99.23 $14,529 - $14,884	-150 Reduced 0.39%	38,139 $3.78 Billion
Q4 2022 Sep 25, 2025	SELL	$96.57 - $98.11 $364,068 - $369,874	-3,770 Reduced 8.96%	38,289 $3.71 Billion
Q3 2022 Sep 25, 2025	BUY	$96.11 - $102.85 $196,352 - $210,122	2,043 Added 5.11%	42,059 $4.04 Billion
Q2 2022 Sep 25, 2025	BUY	$101.26 - $104.65 $4.05 Million - $4.19 Million	40,016 New	40,016 $4.06 Billion

828

75.2M

4.5K

Get notified when there are updates to the investment portfolio of Beacon Financial Strategies Corp, based on Form 13F filings with the SEC.

Stay updated on Beacon Financial Strategies Corp with notifications on news.