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Ishares Ibonds Dec 2029 Term T shares owned by Beacon Financial Planning

Quarter-by-quarter ownership of Ishares Ibonds Dec 2029 Term T (IBTJ) shares owned by Beacon Financial Planning from 13F filings

Historical chart of Beacon Financial Planning investment in Ishares Ibonds Dec 2029 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2029 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 2029 Term T by Beacon Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $209k 9.6k 21.84

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 2029 Term T

Morgan Stanley
Bank of America Corporation
Mercer Global Advisors
Wells Fargo & Company
TRUE Private Wealth Advisors
Brookstone Capital Management
Financial Advisory Corp
Raymond James Financial
Asset Advisors Investment Management
Envestnet Asset Management
United Capital Financial Advisers
Hengehold Capital Management
Ameriprise Financial
Stifel Financial
Atwood & Palmer

View all funds holding Ishares Ibonds Dec 2029 Term T