Beacon Financial Planning, Inc Ishares Tr Edge High Yield Def Transaction History
Beacon Financial Planning, Inc
- $193 Billion
- Q3 2025
A detailed history of Beacon Financial Planning, Inc transactions in Ishares Tr Edge High Yield Def stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 71,226 shares of HYDB stock, worth $3.36 Million. This represents 1.76% of its overall portfolio holdings.
Number of Shares
71,226
Previous 67,167
6.04%
Holding current value
$3.36 Million
Previous $3.19 Billion
6.87%
% of portfolio
1.76%
Previous 1.78%
Shares
4 transactions
Others Institutions Holding HYDB
# of Institutions
250Shares Held
26.5MCall Options Held
0Put Options Held
0-
Renaissancere Holdings LTD Pembroke, D05.06MShares$238 Million32.65% of portfolio
-
Bank Of America Corp Charlotte, NC3.16MShares$149 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.39MShares$65.7 Million0.02% of portfolio
-
Wealthspire Advisors, LLC New York, NY1.3MShares$61.3 Million0.33% of portfolio
-
Factory Mutual Insurance CO Waltham, MA1.06MShares$49.8 Million0.5% of portfolio