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Ishares Ibonds Dec 2027 Term T shares owned by Beacon Financial Planning

Quarter-by-quarter ownership of Ishares Ibonds Dec 2027 Term T (IBTH) shares owned by Beacon Financial Planning from 13F filings

Historical chart of Beacon Financial Planning investment in Ishares Ibonds Dec 2027 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2027 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 2027 Term T by Beacon Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $493k 22k 22.43

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 Ibonds Dec 2027 Term T

Hm Payson & Co
Bank of America Corporation
Morgan Stanley
GLOBALT Investments LLC / GA
Kovitz Investment Group Partners
Wells Fargo & Company
Mercer Global Advisors
Envestnet Asset Management
LPL Financial
Raymond James Financial
Brookstone Capital Management
UBS Group
TRUE Private Wealth Advisors
United Capital Financial Advisers
Colony

View all funds holding Ishares Ibonds Dec 2027 Term T