Beacon Financial Planning’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$400K	Buy	+17,969	New	+$402K	0.16%	54

Other funds holding IBTI

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

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

Beacon Financial Planning opened a new position in iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q1 2026: 17,969 shares worth $400K. The stake represents 0.16% of the portfolio and ranks #54 among its holdings.

250 funds tracked by Wall St. Rank hold IBTI as of Q1 2026.

Beacon Financial Planning held 17,969 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $400K as of Q1 2026.
iShares iBonds Dec 2028 Term Treasury ETF was a new Beacon Financial Planning position in Q1 2026.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.16% of Beacon Financial Planning's portfolio in Q1 2026, its #54 holding.
250 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2026.

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