BEACON FINANCIAL PLANNING, INC IBTG — ISHARES TR

Ownership history in BEACON FINANCIAL PLANNING, INC  ·  6 quarters on record

AI Ownership Summary

BEACON FINANCIAL PLANNING, INC reported ISHARES TR (IBTG) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.25% in 2026 Q1. The latest visible filing shows IBTG at 0.25% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IBTG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BEACON FINANCIAL PLANNING, INC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IBTG was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IBTG stock page BEACON FINANCIAL PLANNING, INC fund profile BEACON FINANCIAL PLANNING, INC full holdings
How BEACON FINANCIAL PLANNING, INC held IBTG — position size vs. price
% of Fund (quarterly)    IBTG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 28,522 +11,643 +69.0% 0.25% $654K 2026-04-22 $22.82
2025 Q4 ADDED — — — 16,879 +698 +4.3% 0.19% $386K 2026-01-22 $22.63
2025 Q3 ADDED — — — 16,181 +106 +0.7% 0.19% $371K 2025-10-28 $22.43
2025 Q2 ADDED — — — 16,075 +104 +0.7% 0.21% $369K 2025-07-15 $22.11
2025 Q1 ADDED — — — 15,971 +93 +0.6% 0.21% $366K 2025-04-25 $21.97
2024 Q4 INITIATED — — — 15,878 — — 0.21% $362K 2025-01-27 $21.69

🏢 Other funds also holding IBTG

As of 2026 Q1 — sorted by position size

Delta Wealth Advisors LLC 10.74% Horizon Advisory Services, Inc. 10.3% MOSELEY INVESTMENT MANAGEMENT INC 3Y 6.15% MKT Advisors LLC 3Y 5.96% Denver PWM, LLC 3Y 7Y 5.26% Financial Advisory Corp 5.1% Atlantic Private Wealth, LLC 3Y 3.64% Juno Financial Group LLC 3.28% Centennial Advisors, LLC 3.13% Scissortail Wealth Management, LLC 3Y 2.82%

FAQ About BEACON FINANCIAL PLANNING, INC and IBTG

These are the practical questions this page is built to answer before you even open the full history table.

How long has BEACON FINANCIAL PLANNING, INC reported owning IBTG?

BEACON FINANCIAL PLANNING, INC reported IBTG across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported IBTG position in BEACON FINANCIAL PLANNING, INC's portfolio?

The largest reported portfolio weight for IBTG was 0.25% in 2026 Q1.

What is the latest reported IBTG position on this page?

The most recent filing on this page is 2026 Q1, when BEACON FINANCIAL PLANNING, INC reported 28,522 shares, equal to 0.25% of portfolio, with an estimated market value of $654K.

What does the chart on this IBTG ownership page compare?

The chart compares BEACON FINANCIAL PLANNING, INC's quarterly IBTG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BEACON FINANCIAL PLANNING, INC time their IBTG position?

Based on 13F filing dates vs. subsequent IBTG price moves, BEACON FINANCIAL PLANNING, INC correctly timed 5 out of 5 reported position changes (100%). The annualised alpha on IBTG relative to SPY over the holding period was -10.4%.

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