Beacon Financial Planning’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Beacon Financial Planning’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$841K	Buy	34,689 +3,260	+10%	+$78.9K	0.29%	42
2026 Q1	$762K	Buy	31,429 +6,168	+24%	+$149K	0.3%	41
2025 Q4	$612K	Buy	25,261 +15,908	+170%	+$386K	0.3%	38
2025 Q3	$227K	Buy	9,353 +45	+0.5%	+$1.09K	0.12%	51
2025 Q2	$226K	Buy	+9,308	New	+$225K	0.13%	50

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Beacon Financial Planning's IBDR Position: Q2 2026 in Review

Beacon Financial Planning increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 10% in Q2 2026, buying an estimated $78.9K and bringing the position to 34,689 shares worth $841K. The position accounts for 0.29% of the portfolio, ranked #42.

Beacon Financial Planning first reported a position in IBDR in Q2 2025 and has held it in 5 quarters since. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Beacon Financial Planning held 34,689 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $841K as of Q2 2026.
Beacon Financial Planning bought 3,260 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $78.9K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.29% of Beacon Financial Planning's portfolio in Q2 2026, its #42 holding.
Beacon Financial Planning first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Beacon Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.