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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
Q1 		$209K Buy
+9,569
New +$210K 0.08% 75

Other funds holding IBTJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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 $324B AUM 22.36% 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 22.94% 1-Year Est. Return

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

Beacon Financial Planning opened a new position in iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q1 2026: 9,569 shares worth $209K. The stake represents 0.08% of the portfolio and ranks #75 among its holdings.

216 funds tracked by Wall St. Rank hold IBTJ as of Q1 2026.

  • Beacon Financial Planning held 9,569 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $209K as of Q1 2026.
  • iShares iBonds Dec 2029 Term Treasury ETF was a new Beacon Financial Planning position in Q1 2026.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.08% of Beacon Financial Planning's portfolio in Q1 2026, its #75 holding.
  • 216 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q1 2026.

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