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Beacon Financial Planning’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Beacon Financial Planning’s Portfolio IBTJ Stock Details IBTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-9,569
Closed -$209K – 87
2026
Q1 		$209K Buy
+9,569
New +$210K 0.08% 75

Other funds holding IBTJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Beacon Financial Planning sold out of iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q2 2026, closing a stake of 9,569 shares — an estimated $209K sold.

Beacon Financial Planning first reported a position in IBTJ in Q1 2026 and held it in 1 quarter. The position peaked at $209K in Q1 2026. 215 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

  • Beacon Financial Planning reported no remaining iShares iBonds Dec 2029 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Beacon Financial Planning sold 9,569 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $209K.
  • Beacon Financial Planning first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2026 and held it in 1 quarter.
  • Beacon Financial Planning's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $209K in Q1 2026.
  • 215 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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