Beacon Financial Planning’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$233K	Buy	+10,705	New	+$234K	0.08%	76

Other funds holding IBDV

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

CAI

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HPC

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

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

Beacon Financial Planning opened a new position in iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q2 2026: 10,705 shares worth $233K. The stake represents 0.08% of the portfolio and ranks #76 among its holdings.

349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Beacon Financial Planning held 10,705 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $233K as of Q2 2026.
iShares iBonds Dec 2030 Term Corporate ETF was a new Beacon Financial Planning position in Q2 2026.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.08% of Beacon Financial Planning's portfolio in Q2 2026, its #76 holding.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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