Beacon Financial Planning’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$319K	Buy	+13,706	New	+$321K	0.12%	62

Other funds holding IBDU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Beacon Financial Planning's IBDU Position: Q1 2026 in Review

Beacon Financial Planning opened a new position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q1 2026: 13,706 shares worth $319K. The stake represents 0.12% of the portfolio and ranks #62 among its holdings.

383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

Beacon Financial Planning held 13,706 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $319K as of Q1 2026.
iShares iBonds Dec 2029 Term Corporate ETF was a new Beacon Financial Planning position in Q1 2026.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.12% of Beacon Financial Planning's portfolio in Q1 2026, its #62 holding.
383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on Beacon Financial Planning's 13F filing for Q1 2026, filed 22 Apr 2026.