BFP
IBTF

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

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return