BFP
IBTH icon

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
Q2 		$495K Buy
22,106
+127
+0.6% +$2.84K 0.17% 55
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
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
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Beacon Financial Planning increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 0.58% in Q2 2026, buying an estimated $2.84K and bringing the position to 22,106 shares worth $495K. The position accounts for 0.17% of the portfolio, ranked #55.

Beacon Financial Planning first reported a position in IBTH in Q1 2026 and has held it in 2 quarters since. 314 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Beacon Financial Planning held 22,106 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $495K as of Q2 2026.
  • Beacon Financial Planning bought 127 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $2.84K.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.17% of Beacon Financial Planning's portfolio in Q2 2026, its #55 holding.
  • Beacon Financial Planning first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • 314 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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