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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
Q1 		$203K Buy
+9,168
New +$204K 0.08% 76

Other funds holding IBHG

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Beacon Financial Planning opened a new position in iShares iBonds 2027 Term High Yield and Income ETF (IBHG) in Q1 2026: 9,168 shares worth $203K. The stake represents 0.08% of the portfolio and ranks #76 among its holdings.

127 funds tracked by Wall St. Rank hold IBHG as of Q1 2026.

  • Beacon Financial Planning held 9,168 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $203K as of Q1 2026.
  • iShares iBonds 2027 Term High Yield and Income ETF was a new Beacon Financial Planning position in Q1 2026.
  • iShares iBonds 2027 Term High Yield and Income ETF made up 0.08% of Beacon Financial Planning's portfolio in Q1 2026, its #76 holding.
  • 127 funds tracked by Wall St. Rank held iShares iBonds 2027 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.