Beacon Financial Planning »

Ishares Tr ibonds dec 25 shares owned by Beacon Financial Planning

Quarter-by-quarter ownership of Ishares Tr ibonds dec 25 (IBMN) shares owned by Beacon Financial Planning from 13F filings

Historical chart of Beacon Financial Planning investment in Ishares Tr ibonds dec 25

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds dec 25 held by Beacon Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr ibonds dec 25 by Beacon Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $203k 7.6k 26.66
2024-06-30 $201k 7.6k 26.49

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 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)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)
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 ibonds dec 25

Bank of America Corporation
Mercer Global Advisors
Envestnet Asset Management
Us Bancorp
Kathmere Capital Management
Morgan Stanley
Wells Fargo & Company
Goss Wealth Management
LPL Financial
Leavell Investment Management
Covington Investment Advisors
Hills Bank And Trust Company
Commonwealth Equity Services
HighTower Advisors
Integrated Wealth Concepts

View all funds holding Ishares Tr ibonds dec 25