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Ishares Tr ibnd dec25 etf shares owned by Beacon Financial Planning

Quarter-by-quarter ownership of Ishares Tr ibnd dec25 etf (IBDQ) shares owned by Beacon Financial Planning from 13F filings

Historical chart of Beacon Financial Planning investment in Ishares Tr ibnd dec25 etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibnd dec25 etf held by Beacon Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibnd dec25 etf by Beacon Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $320k 13k 25.10
2024-06-30 $368k 15k 24.86
2024-03-31 $345k 14k 24.81
2023-12-31 $289k 12k 24.76

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Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Fundamental Intl (FNDF)
Invesco Actively Managed Exc Total Return (GTO)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Tesla Motors (TSLA)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
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Vanguard Wellington Us Quality (VFQY)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Ishares Tr Ishares Semicdtr (SOXX)

View all positions for Beacon Financial Planning

Top funds holding Ishares Tr ibnd dec25 etf

Bank of America Corporation
Morgan Stanley
Hm Payson & Co
Mercer Global Advisors
Envestnet Asset Management
LPL Financial
Sound View Wealth Advisors Group
Raymond James Financial Services Advisors
Goss Wealth Management
Wells Fargo & Company
Royal Bank of Canada
Us Bancorp
Stifel Financial
Gratus Wealth Advisors
Stratos Wealth Partners

View all funds holding Ishares Tr ibnd dec25 etf