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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
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% +$2.13K 0.21% 41
2024
Q4 		$362K Buy
+15,878
New +$363K 0.21% 39

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

Beacon Financial Planning's IBTG Position: Q2 2026 in Review

Beacon Financial Planning increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 0.86% in Q2 2026, buying an estimated $5.58K and bringing the position to 28,766 shares worth $658K. The position accounts for 0.22% of the portfolio, ranked #47.

Beacon Financial Planning first reported a position in IBTG in Q4 2024 and has held it in 7 quarters since. 319 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Beacon Financial Planning held 28,766 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $658K as of Q2 2026.
  • Beacon Financial Planning bought 244 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $5.58K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.22% of Beacon Financial Planning's portfolio in Q2 2026, its #47 holding.
  • Beacon Financial Planning first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • 319 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Beacon Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.