BFP
IBDQ

Beacon Financial Planning’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Beacon Financial Planning’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-14,282
Closed -$360K – 53
2025
Q3 		$360K Buy
14,282
+108
+0.8% +$2.71K 0.19% 44
2025
Q2 		$357K Buy
14,174
+73
+0.5% +$1.83K 0.2% 43
2025
Q1 		$355K Buy
14,101
+46
+0.3% +$1.16K 0.2% 42
2024
Q4 		$352K Buy
14,055
+1,320
+10% +$33.1K 0.2% 41
2024
Q3 		$320K Sell
12,735
-2,066
-14% -$51.6K 0.2% 38
2024
Q2 		$368K Buy
14,801
+899
+6% +$22.3K 0.25% 30
2024
Q1 		$345K Buy
13,902
+2,220
+19% +$55K 0.24% 29
2023
Q4 		$289K Buy
+11,682
New +$286K 0.23% 31

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Beacon Financial Planning's IBDQ Position: Q4 2025 in Review

Beacon Financial Planning sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 14,282 shares — an estimated $360K sold.

Beacon Financial Planning first reported a position in IBDQ in Q4 2023 and held it in 8 quarters. The position peaked at $368K in Q2 2024. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Beacon Financial Planning reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Beacon Financial Planning sold 14,282 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $360K.
  • Beacon Financial Planning first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2023 and held it in 8 quarters.
  • Beacon Financial Planning's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $368K in Q2 2024.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Beacon Financial Planning's 13F filing for Q4 2025, filed 22 Jan 2026.