Beacon Financial Group Ishares Tr Ibonds Dec 2031 Ter Transaction History

Beacon Financial Group

$944 Million
Q3 2025

A detailed history of Beacon Financial Group transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Beacon Financial Group holds 63,462 shares of IBDW stock, worth $1.35 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

63,462

Previous 47,857 32.61%

Holding current value

$1.35 Million

Previous $1.01 Million 33.8%

% of portfolio

0.14%

Previous 0.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	BUY	$20.77 - $21.32 $324,115 - $332,698	15,605 Added 32.61%	63,462 $1.35 Million
Q2 2025 Jul 09, 2025	BUY	$20.23 - $21.04 $126,943 - $132,026	6,275 Added 15.09%	47,857 $1.01 Million
Q1 2025 Apr 10, 2025	BUY	$20.1 - $20.8 $95,836 - $99,174	4,768 Added 12.95%	41,582 $862,000
Q4 2024 Jan 29, 2025	BUY	$20.28 - $21.2 $207,890 - $217,321	10,251 Added 38.59%	36,814 $749,000
Q3 2024 Nov 12, 2024	SELL	$20.12 - $21.28 $8,530 - $9,022	-424 Reduced 1.57%	26,563 $563,000
Q2 2024 Aug 06, 2024	BUY	$19.84 - $20.44 $535,422 - $551,614	26,987 New	26,987 $547,000

Others Institutions Holding IBDW

# of Institutions

238

Shares Held

69.1M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

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Beacon Financial Group Ishares Tr Ibonds Dec 2031 Ter Transaction History