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 Q2	$400K	Buy	18,077 +108	+0.6%	+$2.4K	0.14%	58
2026 Q1	$400K	Buy	+17,969	New	+$402K	0.16%	54

Other funds holding IBTI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Beacon Financial Planning increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 0.6% in Q2 2026, buying an estimated $2.4K and bringing the position to 18,077 shares worth $400K. The position accounts for 0.14% of the portfolio, ranked #58.

Beacon Financial Planning first reported a position in IBTI in Q1 2026 and has held it in 2 quarters since. The position peaked at $400K in Q1 2026. 257 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Beacon Financial Planning held 18,077 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $400K as of Q2 2026.
Beacon Financial Planning bought 108 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $2.4K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.14% of Beacon Financial Planning's portfolio in Q2 2026, its #58 holding.
Beacon Financial Planning first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
Beacon Financial Planning's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $400K in Q1 2026.
257 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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