Beacon Financial Planning’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$493K	Buy	+21,979	New	+$494K	0.19%	50

Other funds holding IBTH

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Beacon Financial Planning's IBTH Position: Q1 2026 in Review

Beacon Financial Planning opened a new position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q1 2026: 21,979 shares worth $493K. The stake represents 0.19% of the portfolio and ranks #50 among its holdings.

312 funds tracked by Wall St. Rank hold IBTH as of Q1 2026.

Beacon Financial Planning held 21,979 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $493K as of Q1 2026.
iShares iBonds Dec 2027 Term Treasury ETF was a new Beacon Financial Planning position in Q1 2026.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.19% of Beacon Financial Planning's portfolio in Q1 2026, its #50 holding.
312 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q1 2026.

Based on Beacon Financial Planning's 13F filing for Q1 2026, filed 22 Apr 2026.