Beacon Financial Planning
IBHF icon

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
Q3 		$818K Sell
36,323
-2,511
-6% -$56.5K 0.28% 45
2026
Q2 		$880K Buy
38,834
+562
+1% +$12.8K 0.3% 40
2026
Q1 		$878K Buy
+38,272
New +$881K 0.34% 38

Other funds holding IBHF

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $410M AUM 17.75% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Baltimore-Washington Financial Advisors
Baltimore-Washington Financial Advisors Columbia, Maryland $2.78B AUM 15.19% 1-Year Est. Return
Cornerstone Planning
Cornerstone Planning Charlotte, North Carolina $487M AUM 16.17% 1-Year Est. Return
Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return
Stratos Wealth Partners
Stratos Wealth Partners Beachwood, Ohio $9.8B AUM 20.15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

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

Beacon Financial Planning reduced its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 6.5% in Q3 2026, selling an estimated $56.5K and leaving 36,323 shares worth $818K. The position accounts for 0.28% of the portfolio, ranked #45.

Beacon Financial Planning first reported a position in IBHF in Q1 2026 and has held it in 3 quarters since. The position peaked at $880K in Q2 2026. 147 funds tracked by Wall St. Rank hold IBHF as of Q3 2026.

  • Beacon Financial Planning held 36,323 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $818K as of Q3 2026.
  • Beacon Financial Planning sold 2,511 iShares iBonds 2026 Term High Yield and Income ETF shares in Q3 2026, an estimated $56.5K.
  • iShares iBonds 2026 Term High Yield and Income ETF made up 0.28% of Beacon Financial Planning's portfolio in Q3 2026, its #45 holding.
  • Beacon Financial Planning first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q1 2026 and has held it in 3 quarters since.
  • Beacon Financial Planning's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $880K in Q2 2026.
  • 147 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q3 2026.

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