Beacon Financial Planning’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$916K	Buy	40,015 +11,249	+39%	+$257K	0.31%	40
2026 Q2	$658K	Buy	28,766 +244	+0.9%	+$5.58K	0.22%	47
2026 Q1	$654K	Buy	28,522 +11,643	+69%	+$267K	0.25%	44
2025 Q4	$386K	Buy	16,879 +698	+4%	+$16K	0.19%	44
2025 Q3	$371K	Buy	16,181 +106	+0.7%	+$2.43K	0.19%	43
2025 Q2	$369K	Buy	16,075 +104	+0.7%	+$2.38K	0.21%	42
2025 Q1	$366K	Buy	15,971 +93	+0.6%	+$2.12K	0.21%	41
2024 Q4	$362K	Buy	+15,878	New	+$363K	0.21%	39

Other funds holding IBTG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Denver PWM Denver, Colorado $301M AUM 10.76% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Scissortail Wealth Management Tulsa, Oklahoma $545M AUM 17.98% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

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

Beacon Financial Planning increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 39% in Q3 2026, buying an estimated $257K and bringing the position to 40,015 shares worth $916K. The position accounts for 0.31% of the portfolio, ranked #40.

Beacon Financial Planning first reported a position in IBTG in Q4 2024 and has held it in 8 quarters since. 188 funds tracked by Wall St. Rank hold IBTG as of Q3 2026.

Beacon Financial Planning held 40,015 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $916K as of Q3 2026.
Beacon Financial Planning bought 11,249 iShares iBonds Dec 2026 Term Treasury ETF shares in Q3 2026, an estimated $257K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.31% of Beacon Financial Planning's portfolio in Q3 2026, its #40 holding.
Beacon Financial Planning first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2024 and has held it in 8 quarters since.
188 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q3 2026.

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