Beacon Financial Planning
IBHG icon

Beacon Financial Planning’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Beacon Financial Planning’s Portfolio IBHG Stock Details IBHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$417K Buy
19,145
+4,799
+33% +$105K 0.14% 61
2026
Q2 		$317K Buy
14,346
+5,178
+56% +$114K 0.11% 66
2026
Q1 		$203K Buy
+9,168
New +$204K 0.08% 76

Other funds holding IBHG

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Arrow Financial
Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

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

Beacon Financial Planning increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 33% in Q3 2026, buying an estimated $105K and bringing the position to 19,145 shares worth $417K. The position accounts for 0.14% of the portfolio, ranked #61.

Beacon Financial Planning first reported a position in IBHG in Q1 2026 and has held it in 3 quarters since. 122 funds tracked by Wall St. Rank hold IBHG as of Q3 2026.

  • Beacon Financial Planning held 19,145 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $417K as of Q3 2026.
  • Beacon Financial Planning bought 4,799 iShares iBonds 2027 Term High Yield and Income ETF shares in Q3 2026, an estimated $105K.
  • iShares iBonds 2027 Term High Yield and Income ETF made up 0.14% of Beacon Financial Planning's portfolio in Q3 2026, its #61 holding.
  • Beacon Financial Planning first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q1 2026 and has held it in 3 quarters since.
  • 122 funds tracked by Wall St. Rank held iShares iBonds 2027 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.