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Ishares Tr ibonds dec 29 shares owned by Beacon Financial Planning

Quarter-by-quarter ownership of Ishares Tr ibonds dec 29 (IBDU) shares owned by Beacon Financial Planning from 13F filings

Historical chart of Beacon Financial Planning investment in Ishares Tr ibonds dec 29

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds dec 29 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 ibonds dec 29 by Beacon Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $319k 14k 23.26

More positions owned by Beacon Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Actively Managed Exc Total Return (GTO)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Welltower Inc Com reit (WELL)
Tesla Motors (TSLA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)
Profesionally Managed Portfo Akre Focus Etf (AKRE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Ishares Semicdtr (SOXX)

View all positions for Beacon Financial Planning

Top funds holding Ishares Tr ibonds dec 29

Bank of America Corporation
Morgan Stanley
Aptus Capital Advisors
Capital Advisors
Mercer Global Advisors
Shufro Rose & Co
Capital Investment Advisors
UBS Group
Lido Advisors
Raymond James Financial
Hm Payson & Co
LPL Financial
Royal Bank of Canada
Wells Fargo & Company
Golub Group

View all funds holding Ishares Tr ibonds dec 29