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Ishares Ibonds Dec 2026 Term T shares owned by Beacon Financial Planning

Quarter-by-quarter ownership of Ishares Ibonds Dec 2026 Term T (IBTG) shares owned by Beacon Financial Planning from 13F filings

Historical chart of Beacon Financial Planning investment in Ishares Ibonds Dec 2026 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2026 Term T 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 Ibonds Dec 2026 Term T by Beacon Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $371k 16k 22.95
2025-06-30 $369k 16k 22.93
2025-03-31 $366k 16k 22.94
2024-12-31 $362k 16k 22.81

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)
Tesla Motors (TSLA)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Welltower Inc Com reit (WELL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)
Ishares Tr High Yld Systm B (HYDB)
Blackrock Etf Trust Ishares Intl Eq
Ishares Tr Ishares Semicdtr (SOXX)

View all positions for Beacon Financial Planning

Top funds holding Ishares Ibonds Dec 2026 Term T

Hm Payson & Co
Kovitz Investment Group Partners
Morgan Stanley
Colony
Bailard
Wells Fargo & Company
Capital Investment Advisors
Goss Wealth Management
Raymond James Financial
UBS Group
LPL Financial
Financial Advisory Corp
Stratos Wealth Advisors
Golub Group
Integrated Wealth Concepts

View all funds holding Ishares Ibonds Dec 2026 Term T