Beacon Financial Planning’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$259K	Buy	+12,372	New	+$261K	0.1%	67

Other funds holding IBDW

ACA

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

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

CIA

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

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

CAI

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

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Beacon Financial Planning opened a new position in iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q1 2026: 12,372 shares worth $259K. The stake represents 0.1% of the portfolio and ranks #67 among its holdings.

288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Beacon Financial Planning held 12,372 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $259K as of Q1 2026.
iShares iBonds Dec 2031 Term Corporate ETF was a new Beacon Financial Planning position in Q1 2026.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.1% of Beacon Financial Planning's portfolio in Q1 2026, its #67 holding.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

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