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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
2024-03-31 $345k 14k 24.81
2023-12-31 $289k 12k 24.76

More positions owned by Beacon Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Invesco Actively Managed Etf Total Return (GTO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Msci Total (IXUS)
Tesla Motors (TSLA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Ishares Semicdtr (SOXX)
Vanguard Wellington Us Quality (VFQY)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)

View all positions for Beacon Financial Planning

Top funds holding Ishares Tr ibnd dec25 etf

Bank of America Corporation
UBS Group
Capital Advisors
Mercer Global Advisors
Raymond James Financial Services Advisors
Wells Fargo & Company
Us Bancorp
Kathmere Capital Management
Stifel Financial
Sigma Investment Counselors
Royal Bank of Canada
Mariner Wealth Advisors
Sound View Wealth Advisors Group
Golub Group
Stratos Wealth Partners

View all funds holding Ishares Tr ibnd dec25 etf