A detailed history of Beacon Financial Group transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Beacon Financial Group holds 71,301 shares of IBDS stock, worth $1.74 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
71,301
Previous 57,802 23.35%
Holding current value
$1.74 Million
Previous $1.4 Million 23.75%
% of portfolio
0.18%
Previous 0.16%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 07, 2025

BUY
$24.14 - $24.34 $325,865 - $328,565
13,499 Added 23.35%
71,301 $1.74 Million
Q2 2025

Jul 09, 2025

BUY
$23.96 - $24.27 $185,234 - $187,631
7,731 Added 15.44%
57,802 $1.4 Million
Q1 2025

Apr 10, 2025

BUY
$23.9 - $24.18 $34,057 - $34,456
1,425 Added 2.93%
50,071 $1.21 Million
Q4 2024

Jan 29, 2025

BUY
$23.88 - $24.32 $326,511 - $332,527
13,673 Added 39.1%
48,646 $1.17 Million
Q3 2024

Nov 12, 2024

SELL
$23.63 - $24.42 $75,143 - $77,655
-3,180 Reduced 8.33%
34,973 $852,000
Q2 2024

Aug 06, 2024

BUY
$23.48 - $23.77 $94,013 - $95,175
4,004 Added 11.73%
38,153 $905,000
Q1 2024

May 07, 2024

BUY
$23.67 - $24.03 $276,749 - $280,958
11,692 Added 52.06%
34,149 $812,000
Q4 2023

Feb 23, 2024

BUY
$22.84 - $23.94 $512,917 - $537,620
22,457 New
22,457 $537,000

Others Institutions Holding IBDS

About ISHARES TR IBONDS DEC 2027 TER


  • Ticker IBDS
  • Sector ETFs
  • Industry ETFs
More about IBDS
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