BFP
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Beacon Financial Planning’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Beacon Financial Planning’s Portfolio IBHF Stock Details IBHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$878K Buy
+38,272
New +$881K 0.34% 38

Other funds holding IBHF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $371M AUM 22.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Beacon Financial Planning opened a new position in iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q1 2026: 38,272 shares worth $878K. The stake represents 0.34% of the portfolio and ranks #38 among its holdings.

181 funds tracked by Wall St. Rank hold IBHF as of Q1 2026.

  • Beacon Financial Planning held 38,272 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $878K as of Q1 2026.
  • iShares iBonds 2026 Term High Yield and Income ETF was a new Beacon Financial Planning position in Q1 2026.
  • iShares iBonds 2026 Term High Yield and Income ETF made up 0.34% of Beacon Financial Planning's portfolio in Q1 2026, its #38 holding.
  • 181 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q1 2026.

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