Beacon Financial Planning’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-40,555	Closed	-$948K	–	55
2025 Q3	$948K	Buy	40,555 +168	+0.4%	+$3.92K	0.49%	31
2025 Q2	$943K	Buy	40,387 +308	+0.8%	+$7.19K	0.53%	32
2025 Q1	$937K	Sell	40,079 -3,540	-8%	-$82.6K	0.54%	31
2024 Q4	$1.02M	Buy	43,619 +23,069	+112%	+$538K	0.59%	24
2024 Q3	$481K	Buy	20,550 +4,616	+29%	+$108K	0.3%	29
2024 Q2	$370K	Buy	15,934 +5,480	+52%	+$127K	0.25%	29
2024 Q1	$243K	Buy	+10,454	New	+$243K	0.17%	35

Other funds holding IBTF

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

WCP

Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Beacon Financial Planning's IBTF Position: Q4 2025 in Review

Beacon Financial Planning sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 40,555 shares — an estimated $948K sold.

Beacon Financial Planning first reported a position in IBTF in Q1 2024 and held it in 7 quarters. The position peaked at $1.02M in Q4 2024. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

Beacon Financial Planning reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Beacon Financial Planning sold 40,555 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $948K.
Beacon Financial Planning first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q1 2024 and held it in 7 quarters.
Beacon Financial Planning's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $1.02M in Q4 2024.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Beacon Financial Planning's 13F filing for Q4 2025, filed 22 Jan 2026.