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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$369K Buy
16,075
+104
+0.7% +$2.39K 0.21% 42
2025
Q1 		$366K Buy
15,971
+93
+0.6% +$2.13K 0.21% 41
2024
Q4 		$362K Buy
+15,878
New +$362K 0.21% 39