Beacon Financial Group Ishares Tr Ibonds Dec 2028 Ter Transaction History

Beacon Financial Group

$896 Million
Q2 2025

A detailed history of Beacon Financial Group transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Beacon Financial Group holds 55,838 shares of IBDT stock, worth $1.41 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

55,838

Previous 41,929 33.17%

Holding current value

$1.41 Million

Previous $1.06 Million 33.99%

% of portfolio

0.16%

Previous 0.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	BUY	$24.94 - $25.42 $346,890 - $353,566	13,909 Added 33.17%	55,838 $1.42 Million
Q1 2025 Apr 10, 2025	BUY	$24.79 - $25.26 $72,114 - $73,481	2,909 Added 7.46%	41,929 $1.06 Million
Q4 2024 Jan 29, 2025	BUY	$24.82 - $25.48 $211,267 - $216,885	8,512 Added 27.9%	39,020 $971,000
Q3 2024 Nov 12, 2024	SELL	$24.62 - $25.59 $152,299 - $158,299	-6,186 Reduced 16.86%	30,508 $778,000
Q2 2024 Aug 06, 2024	BUY	$24.4 - $24.86 $94,916 - $96,705	3,890 Added 11.86%	36,694 $908,000
Q1 2024 May 07, 2024	BUY	$24.69 - $25.14 $275,910 - $280,939	11,175 Added 51.67%	32,804 $817,000
Q4 2023 Feb 23, 2024	BUY	$23.63 - $25.1 $511,093 - $542,887	21,629 New	21,629 $542,000

Others Institutions Holding IBDT

# of Institutions

363

Shares Held

89.6M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

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Beacon Financial Group Ishares Tr Ibonds Dec 2028 Ter Transaction History