EFP
IBDQ

Envision Financial Planning’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Envision Financial Planning’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-161,317
Closed -$3.93M – 31
2023
Q3 		$3.93M Buy
+161,317
New +$3.93M 3.89% 10

Other funds holding IBDQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Envision Financial Planning's IBDQ Position: Q4 2023 in Review

Envision Financial Planning sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2023, closing a stake of 161,317 shares — an estimated $3.93M sold.

Envision Financial Planning first reported a position in IBDQ in Q3 2023 and held it in 1 quarter. The position peaked at $3.93M in Q3 2023. 325 funds tracked by Wall St. Rank hold IBDQ as of Q4 2023.

  • Envision Financial Planning reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Envision Financial Planning sold 161,317 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2023, an estimated $3.93M.
  • Envision Financial Planning first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2023 and held it in 1 quarter.
  • Envision Financial Planning's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $3.93M in Q3 2023.
  • 325 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2023.

Based on Envision Financial Planning's 13F filing for Q4 2023, filed 23 Jan 2024.