Beacon Financial Planning’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$624K	Buy	25,003 +715	+3%	+$18K	0.21%	52
2026 Q2	$613K	Buy	24,288 +7,625	+46%	+$193K	0.21%	51
2026 Q1	$422K	Buy	16,663 +7,577	+83%	+$193K	0.16%	52
2025 Q4	$231K	Buy	+9,086	New	+$231K	0.11%	50

Other funds holding IBDT

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return

Summitry LLC Foster City, California $3.2B AUM 16.18% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

Beacon Financial Planning's IBDT Position: Q3 2026 in Review

Beacon Financial Planning increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 2.9% in Q3 2026, buying an estimated $18K and bringing the position to 25,003 shares worth $624K. The position accounts for 0.21% of the portfolio, ranked #52.

Beacon Financial Planning first reported a position in IBDT in Q4 2025 and has held it in 4 quarters since. 420 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

Beacon Financial Planning held 25,003 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $624K as of Q3 2026.
Beacon Financial Planning bought 715 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2026, an estimated $18K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.21% of Beacon Financial Planning's portfolio in Q3 2026, its #52 holding.
Beacon Financial Planning first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2025 and has held it in 4 quarters since.
420 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

Based on Beacon Financial Planning's 13F filing for Q3 2026, filed 4 Nov 2026.