Beacon Financial Planning, Inc Ishares Tr Ibonds Dec 2025 Ter Transaction History

Beacon Financial Planning, Inc

$193 Billion
Q3 2025

A detailed history of Beacon Financial Planning, Inc transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 40,555 shares of IBTF stock, worth $945,742. This represents 0.49% of its overall portfolio holdings.

Number of Shares

40,555

Previous 40,387 0.42%

Holding current value

$945,742

Previous $943 Million 0.44%

% of portfolio

0.49%

Previous 0.53%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$23.29 - $23.38 $3,912 - $3,927	168 Added 0.42%	40,555 $948 Million
Q2 2025 Jul 15, 2025	BUY	$23.29 - $23.38 $7,173 - $7,201	308 Added 0.77%	40,387 $943 Million
Q1 2025 Apr 24, 2025	SELL	$23.29 - $23.38 $82,446 - $82,765	-3,540 Reduced 8.12%	40,079 $937 Million
Q4 2024 Jan 27, 2025	BUY	$23.25 - $23.37 $536,354 - $539,122	23,069 Added 112.26%	43,619 $1.02 Billion
Q3 2024 Oct 24, 2024	BUY	$23.13 - $23.43 $106,768 - $108,152	4,616 Added 28.97%	20,550 $481 Million

Q2 2024 Jul 18, 2024	BUY	$23.1 - $23.22 $126,588 - $127,245	5,480 Added 52.42%	15,934 $370 Million
Q1 2024 Apr 22, 2024	BUY	$23.16 - $23.36 $242,114 - $244,205	10,454 New	10,454 $243 Million

Others Institutions Holding IBTF

# of Institutions

331

Shares Held

67M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2025 TER

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Beacon Financial Planning, Inc Ishares Tr Ibonds Dec 2025 Ter Transaction History